FISMX Mutual Fund

NAV$40.38

Returns Overview

1 Month
-1.54%
3 Months
+9.74%
6 Months
+9.51%
YTD
+9.27%
1 Year
+14.20%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISMX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+9.16%
vs Peers
+0.11%

FISMX Mutual Fund Performance

FISMX performance across multiple time periods: 1-month -1.54%, YTD 9.27%, 1-year 14.20%, 3-year 14.04%, 5-year 6.67%, 10-year 9.25%.

FISMX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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