FSMLX Mutual Fund

NAV$30.46

Returns Overview

1 Month
-1.87%
3 Months
+4.10%
6 Months
+7.14%
YTD
+10.24%
1 Year
+31.15%
3 Years (annualized)
+16.62%
5 Years (annualized)
+6.20%
10 Years (annualized)
+17.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMLX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+18.52%
vs Peers
-8.28%

FSMLX Mutual Fund Performance

FSMLX performance across multiple time periods: 1-month -1.87%, YTD 10.24%, 1-year 31.15%, 3-year 16.62%, 5-year 6.20%, 10-year 17.85%.

FSMLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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