FSEIX Mutual Fund

FSEIX Mutual Fund

NAV$60.12
See how much of FSEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
+1.74%
6 Months
+7.82%
YTD
+16.71%
1 Year
+21.59%
3 Years (annualized)
+14.89%
5 Years (annualized)
+9.72%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.71%
Peer Avg (YTD)
+9.89%
vs Peers
+6.82%

FSEIX Mutual Fund Performance

FSEIX performance across multiple time periods: 1-month -1.17%, YTD 16.71%, 1-year 21.59%, 3-year 14.89%, 5-year 9.72%, 10-year 11.02%.

FSEIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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