FSSAX Mutual Fund

NAV$29.76

Returns Overview

1 Month
-3.28%
3 Months
+5.83%
6 Months
+8.14%
YTD
+11.46%
1 Year
+30.95%
3 Years (annualized)
+16.45%
5 Years (annualized)
+3.16%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSAX 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)
+11.46%
Peer Avg (YTD)
+18.52%
vs Peers
-7.06%

FSSAX Mutual Fund Performance

FSSAX performance across multiple time periods: 1-month -3.28%, YTD 11.46%, 1-year 30.95%, 3-year 16.45%, 5-year 3.16%, 10-year 12.38%.

FSSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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