FSSMX Mutual Fund

NAV$55.43

Returns Overview

1 Month
+5.09%
3 Months
+18.15%
6 Months
+23.12%
YTD
+21.51%
1 Year
+31.80%
3 Years (annualized)
+17.89%
5 Years (annualized)
+10.08%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.51%
Peer Avg (YTD)
+10.82%
vs Peers
+10.70%

FSSMX Mutual Fund Performance

FSSMX performance across multiple time periods: 1-month 5.09%, YTD 21.51%, 1-year 31.80%, 3-year 17.89%, 5-year 10.08%, 10-year 12.91%.

FSSMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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