FSMRX Mutual Fund

FSMRX Mutual Fund

NAV$29.90
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Returns Overview

1 Month
-4.15%
3 Months
-4.24%
6 Months
-2.24%
YTD
-0.55%
1 Year
-2.48%
3 Years (annualized)
+11.74%
5 Years (annualized)
-2.13%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+14.00%
vs Peers
-14.55%

FSMRX Mutual Fund Performance

FSMRX performance across multiple time periods: 1-month -4.15%, YTD -0.55%, 1-year -2.48%, 3-year 11.74%, 5-year -2.13%, 10-year 9.76%.

FSMRX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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