FMSTX Mutual Fund

NAV$42.06

Returns Overview

1 Month
+2.62%
3 Months
+12.85%
6 Months
+14.41%
YTD
+13.59%
1 Year
+24.96%
3 Years (annualized)
+22.13%
5 Years (annualized)
+14.35%
10 Years (annualized)
+13.45%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+9.49%
vs Peers
+4.10%

FMSTX Mutual Fund Performance

FMSTX performance across multiple time periods: 1-month 2.62%, YTD 13.59%, 1-year 24.96%, 3-year 22.13%, 5-year 14.35%, 10-year 13.45%.

FMSTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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