FMSHX Mutual Fund

FMSHX Mutual Fund

NAV$29.02
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Returns Overview

1 Month
+4.99%
3 Months
+5.73%
6 Months
+6.33%
YTD
+9.23%
1 Year
+17.80%
3 Years (annualized)
+12.93%
5 Years (annualized)
+9.15%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSHX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+6.57%
vs Peers
+2.66%

FMSHX Mutual Fund Performance

FMSHX performance across multiple time periods: 1-month 4.99%, YTD 9.23%, 1-year 17.80%, 3-year 12.93%, 5-year 9.15%, 10-year 9.01%.

FMSHX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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