FSMEX Mutual Fund

NAV$47.44

Returns Overview

1 Month
+4.15%
3 Months
+8.19%
6 Months
-22.38%
YTD
-21.05%
1 Year
-6.55%
3 Years (annualized)
+0.01%
5 Years (annualized)
-1.67%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Custom Health Care Technology and Equipment 25/50 Linked Index
This Mutual Fund (YTD)
-21.05%
Peer Avg (YTD)
+7.57%
vs Peers
-28.62%

FSMEX Mutual Fund Performance

FSMEX performance across multiple time periods: 1-month 4.15%, YTD -21.05%, 1-year -6.55%, 3-year 0.01%, 5-year -1.67%, 10-year 11.95%.

FSMEX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

FSMEX performance comparison shows side-by-side returns with another fund. FSMEX alternatives are available in the Mutual Fund Screener.