FSERX Mutual Fund

FSERX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
+3.71%
3 Months
-4.62%
6 Months
-1.06%
YTD
+10.90%
1 Year
+16.17%
3 Years (annualized)
+13.28%
5 Years (annualized)
+1.62%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSERX 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 US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+7.23%
vs Peers
+3.68%

FSERX Mutual Fund Performance

FSERX performance across multiple time periods: 1-month 3.71%, YTD 10.90%, 1-year 16.17%, 3-year 13.28%, 5-year 1.62%, 10-year 4.27%.

FSERX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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