FMSAX Mutual Fund

FMSAX Mutual Fund

NAV$9.52
See how much of FMSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.66%
3 Months
-0.47%
6 Months
-1.66%
YTD
-0.42%
1 Year
+0.15%
3 Years (annualized)
+6.03%
5 Years (annualized)
-1.06%
10 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.72%
vs Peers
-1.14%

FMSAX Mutual Fund Performance

FMSAX performance across multiple time periods: 1-month 2.66%, YTD -0.42%, 1-year 0.15%, 3-year 6.03%, 5-year -1.06%, 10-year 0.34%.

FMSAX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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