FMSRX Mutual Fund

FMSRX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
+5.64%
3 Months
+5.12%
6 Months
+4.03%
YTD
+3.90%
1 Year
+11.17%
3 Years (annualized)
+16.11%
5 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSRX 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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+9.54%
vs Peers
-5.64%

FMSRX Mutual Fund Performance

FMSRX performance across multiple time periods: 1-month 5.64%, YTD 3.90%, 1-year 11.17%, 3-year 16.11%, 5-year 9.27%.

FMSRX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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