FSEBX Mutual Fund

FSEBX Mutual Fund

NAV$17.06
See how much of FSEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.56%
3 Months
+5.05%
6 Months
+10.42%
YTD
+11.36%
1 Year
+20.82%
3 Years (annualized)
+17.34%
5 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+9.41%
vs Peers
+1.95%

FSEBX Mutual Fund Performance

FSEBX performance across multiple time periods: 1-month -1.56%, YTD 11.36%, 1-year 20.82%, 3-year 17.34%, 5-year 10.86%.

FSEBX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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