FMASX Mutual Fund

FMASX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
-2.29%
3 Months
+0.85%
6 Months
+6.97%
YTD
+5.24%
1 Year
+2.63%
3 Years (annualized)
+17.28%
5 Years (annualized)
+9.24%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMASX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+6.23%
vs Peers
-0.99%

FMASX Mutual Fund Performance

FMASX performance across multiple time periods: 1-month -2.29%, YTD 5.24%, 1-year 2.63%, 3-year 17.28%, 5-year 9.24%, 10-year 14.09%.

FMASX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

FMASX vs another fund shows side-by-side returns. FMASX alternatives are available in the Mutual Fund Screener.