FSENX Mutual Fund

FSENX Mutual Fund

NAV$92.44
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Returns Overview

1 Month
+11.31%
3 Months
+0.77%
6 Months
+22.09%
YTD
+39.98%
1 Year
+47.72%
3 Years (annualized)
+16.23%
5 Years (annualized)
+25.73%
10 Years (annualized)
+10.01%

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
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🏦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
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+39.98%
Peer Avg (YTD)
+19.98%
vs Peers
+20.00%

FSENX Mutual Fund Performance

FSENX performance across multiple time periods: 1-month 11.31%, YTD 39.98%, 1-year 47.72%, 3-year 16.23%, 5-year 25.73%, 10-year 10.01%.

FSENX returns outperform the peer average of 19.98% 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.