FSMVX Mutual Fund

NAV$38.82

Returns Overview

1 Month
+6.19%
3 Months
+20.89%
6 Months
+25.13%
YTD
+23.09%
1 Year
+39.24%
3 Years (annualized)
+22.25%
5 Years (annualized)
+15.57%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.09%
Peer Avg (YTD)
+10.82%
vs Peers
+12.27%

FSMVX Mutual Fund Performance

FSMVX performance across multiple time periods: 1-month 6.19%, YTD 23.09%, 1-year 39.24%, 3-year 22.25%, 5-year 15.57%, 10-year 12.65%.

FSMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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