FSEPX Mutual Fund

FSEPX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-0.88%
3 Months
+0.18%
6 Months
+5.10%
YTD
+11.26%
1 Year
+12.30%
3 Years (annualized)
+21.19%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+17.72%
vs Peers
-6.45%

FSEPX Mutual Fund Performance

FSEPX performance across multiple time periods: 1-month -0.88%, YTD 11.26%, 1-year 12.30%, 3-year 21.19%, 5-year 8.98%.

FSEPX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

FSEPX vs another fund shows side-by-side returns. FSEPX alternatives are available in the Mutual Fund Screener.