FMSTX Mutual Fund

FMSTX Mutual Fund

NAV$41.11
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Returns Overview

1 Month
+1.42%
3 Months
+9.39%
6 Months
+15.39%
YTD
+21.08%
1 Year
+28.52%
3 Years (annualized)
+23.92%
5 Years (annualized)
+15.15%
10 Years (annualized)
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSTX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.08%
Peer Avg (YTD)
+12.44%
vs Peers
+8.65%

FMSTX Mutual Fund Performance

FMSTX performance across multiple time periods: 1-month 1.42%, YTD 21.08%, 1-year 28.52%, 3-year 23.92%, 5-year 15.15%, 10-year 13.71%.

FMSTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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