FSAEX Mutual Fund

FSAEX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
+2.49%
3 Months
+2.89%
6 Months
+15.72%
YTD
+15.14%
1 Year
+22.41%
3 Years (annualized)
+23.42%
5 Years (annualized)
+14.34%
10 Years (annualized)
+16.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAEX 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
Fidelity Series All-Sector Equity Fund Linked Index
This Mutual Fund (YTD)
+15.14%
Peer Avg (YTD)
+11.21%
vs Peers
+3.93%

FSAEX Mutual Fund Performance

FSAEX performance across multiple time periods: 1-month 2.49%, YTD 15.14%, 1-year 22.41%, 3-year 23.42%, 5-year 14.34%, 10-year 16.66%.

FSAEX returns outperform the peer average of 11.21% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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