FSAEX Mutual Fund

FSAEX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
+0.86%
3 Months
+6.41%
6 Months
+11.87%
YTD
+12.35%
1 Year
+21.55%
3 Years (annualized)
+21.88%
5 Years (annualized)
+14.60%
10 Years (annualized)
+16.68%

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)
+12.35%
Peer Avg (YTD)
+9.41%
vs Peers
+2.94%

FSAEX Mutual Fund Performance

FSAEX performance across multiple time periods: 1-month 0.86%, YTD 12.35%, 1-year 21.55%, 3-year 21.88%, 5-year 14.60%, 10-year 16.68%.

FSAEX returns outperform the peer average of 9.41% 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.