FSEKX Mutual Fund

FSEKX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-1.62%
3 Months
+4.95%
6 Months
+10.27%
YTD
+11.21%
1 Year
+20.53%
3 Years (annualized)
+17.02%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+9.41%
vs Peers
+1.79%

FSEKX Mutual Fund Performance

FSEKX performance across multiple time periods: 1-month -1.62%, YTD 11.21%, 1-year 20.53%, 3-year 17.02%, 5-year 10.66%.

FSEKX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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