FSENX Mutual Fund

FSENX Mutual Fund

NAV$91.75
See how much of FSENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.97%
3 Months
+15.35%
6 Months
+18.79%
YTD
+51.13%
1 Year
+54.12%
3 Years (annualized)
+18.20%
5 Years (annualized)
+27.79%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSENX 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
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+51.13%
Peer Avg (YTD)
+25.30%
vs Peers
+25.83%

FSENX Mutual Fund Performance

FSENX performance across multiple time periods: 1-month 7.97%, YTD 51.13%, 1-year 54.12%, 3-year 18.20%, 5-year 27.79%, 10-year 10.34%.

FSENX returns outperform the peer average of 25.30% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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