FSEPX Mutual Fund

NAV$17.47

Returns Overview

1 Month
+1.12%
3 Months
+18.86%
6 Months
+13.74%
YTD
+12.91%
1 Year
+24.84%
3 Years (annualized)
+18.49%
5 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+9.51%
vs Peers
+3.40%

FSEPX Mutual Fund Performance

FSEPX performance across multiple time periods: 1-month 1.12%, YTD 12.91%, 1-year 24.84%, 3-year 18.49%, 5-year 11.33%.

FSEPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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