FSERX Mutual Fund

NAV$18.77

Returns Overview

1 Month
+1.82%
3 Months
+9.70%
6 Months
+13.41%
YTD
+13.13%
1 Year
+18.34%
3 Years (annualized)
+9.48%
5 Years (annualized)
+3.79%
10 Years (annualized)
+3.61%

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
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
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+11.24%
vs Peers
+1.89%

FSERX Mutual Fund Performance

FSERX performance across multiple time periods: 1-month 1.82%, YTD 13.13%, 1-year 18.34%, 3-year 9.48%, 5-year 3.79%, 10-year 3.61%.

FSERX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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