FSTEX Mutual Fund

NAV$42.59

Returns Overview

1 Month
+9.21%
3 Months
+21.69%
6 Months
+24.99%
YTD
+20.29%
1 Year
+31.49%
3 Years
+14.54%
5 Years
+23.28%
10 Years
+8.81%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSTEX 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)
+20.29%
Peer Avg (YTD)
+16.58%
vs Peers
+3.71%

FSTEX Mutual Fund Performance

FSTEX performance across multiple time periods: 1-month 9.21%, YTD 20.29%, 1-year 31.49%, 3-year 14.54%, 5-year 23.28%, 10-year 8.81%.

FSTEX returns outperform the peer average of 16.58% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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