FSERX Mutual Fund

FSERX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-5.73%
3 Months
-5.48%
6 Months
+3.69%
YTD
+6.94%
1 Year
+10.29%
3 Years (annualized)
+9.55%
5 Years (annualized)
+1.85%
10 Years (annualized)
+4.95%

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)
+6.94%
Peer Avg (YTD)
+4.73%
vs Peers
+2.20%

FSERX Mutual Fund Performance

FSERX performance across multiple time periods: 1-month -5.73%, YTD 6.94%, 1-year 10.29%, 3-year 9.55%, 5-year 1.85%, 10-year 4.95%.

FSERX returns outperform the peer average of 4.73% 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.