FSEQX Mutual Fund

FSEQX Mutual Fund

NAV$17.62
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Returns Overview

1 Month
+1.58%
3 Months
+1.11%
6 Months
+11.82%
YTD
+13.14%
1 Year
+21.99%
3 Years (annualized)
+18.93%
5 Years (annualized)
+10.43%

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)
+13.14%
Peer Avg (YTD)
+11.21%
vs Peers
+1.92%

FSEQX Mutual Fund Performance

FSEQX performance across multiple time periods: 1-month 1.58%, YTD 13.14%, 1-year 21.99%, 3-year 18.93%, 5-year 10.43%.

FSEQX returns outperform the peer average of 11.21% 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.