FSENX Mutual Fund

NAV$83.66

Returns Overview

1 Month
-4.02%
3 Months
-9.87%
6 Months
+25.76%
YTD
+23.14%
1 Year
+37.27%
3 Years (annualized)
+15.40%
5 Years (annualized)
+20.82%
10 Years (annualized)
+8.75%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+23.14%
Peer Avg (YTD)
+14.02%
vs Peers
+9.12%

FSENX Mutual Fund Performance

FSENX performance across multiple time periods: 1-month -4.02%, YTD 23.14%, 1-year 37.27%, 3-year 15.40%, 5-year 20.82%, 10-year 8.75%.

FSENX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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