FMSTX Mutual Fund

FMSTX Mutual Fund

NAV$41.10
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Returns Overview

1 Month
+5.10%
3 Months
+10.43%
6 Months
+15.93%
YTD
+19.38%
1 Year
+29.48%
3 Years (annualized)
+22.77%
5 Years (annualized)
+15.42%
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)
+19.38%
Peer Avg (YTD)
+11.41%
vs Peers
+7.97%

FMSTX Mutual Fund Performance

FMSTX performance across multiple time periods: 1-month 5.10%, YTD 19.38%, 1-year 29.48%, 3-year 22.77%, 5-year 15.42%, 10-year 13.71%.

FMSTX returns outperform the peer average of 11.41% 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.