FSEQX Mutual Fund

FSEQX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-1.56%
3 Months
+4.99%
6 Months
+10.43%
YTD
+11.37%
1 Year
+20.85%
3 Years (annualized)
+17.34%
5 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEQX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+9.41%
vs Peers
+1.96%

FSEQX Mutual Fund Performance

FSEQX performance across multiple time periods: 1-month -1.56%, YTD 11.37%, 1-year 20.85%, 3-year 17.34%, 5-year 10.86%.

FSEQX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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