FMSFX Mutual Fund

FMSFX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+0.37%
3 Months
-0.66%
6 Months
-1.99%
YTD
-0.42%
1 Year
+2.21%
3 Years (annualized)
+4.18%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSFX 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
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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)
+2.15%
vs Peers
-2.57%

FMSFX Mutual Fund Performance

FMSFX performance across multiple time periods: 1-month 0.37%, YTD -0.42%, 1-year 2.21%, 3-year 4.18%, 5-year -0.20%, 10-year 1.05%.

FMSFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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