FMSDX Mutual Fund

FMSDX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-1.91%
3 Months
+5.62%
6 Months
+1.67%
YTD
+8.12%
1 Year
+6.14%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+5.30%
vs Peers
+2.81%

FMSDX Mutual Fund Performance

FMSDX performance across multiple time periods: 1-month -1.91%, YTD 8.12%, 1-year 6.14%, 3-year 13.17%, 5-year 5.14%, 10-year 8.46%.

FMSDX returns outperform the peer average of 5.30% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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