FSEWX Mutual Fund

FSEWX Mutual Fund

NAV$17.25
See how much of FSEWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.81%
3 Months
+0.35%
6 Months
+5.45%
YTD
+11.88%
1 Year
+13.06%
3 Years (annualized)
+21.97%
5 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+17.72%
vs Peers
-5.83%

FSEWX Mutual Fund Performance

FSEWX performance across multiple time periods: 1-month -0.81%, YTD 11.88%, 1-year 13.06%, 3-year 21.97%, 5-year 9.65%.

FSEWX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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