FSEWX Mutual Fund

FSEWX Mutual Fund

NAV$17.15
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Returns Overview

1 Month
-1.55%
3 Months
+5.08%
6 Months
+10.49%
YTD
+11.49%
1 Year
+21.00%
3 Years (annualized)
+17.53%
5 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSEWX 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)
+11.49%
Peer Avg (YTD)
+9.41%
vs Peers
+2.08%

FSEWX Mutual Fund Performance

FSEWX performance across multiple time periods: 1-month -1.55%, YTD 11.49%, 1-year 21.00%, 3-year 17.53%, 5-year 11.03%.

FSEWX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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