FESMX Mutual Fund

NAV$16.01

Returns Overview

1 Month
+8.00%
3 Months
+25.80%
6 Months
+32.73%
YTD
+30.37%
1 Year
+45.77%
3 Years (annualized)
+19.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESMX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+30.37%
Peer Avg (YTD)
+10.82%
vs Peers
+19.56%

FESMX Mutual Fund Performance

FESMX performance across multiple time periods: 1-month 8.00%, YTD 30.37%, 1-year 45.77%, 3-year 19.55%.

FESMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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