FSFMX Mutual Fund

FSFMX Mutual Fund

NAV$45.75
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Returns Overview

1 Month
-1.53%
3 Months
-5.15%
6 Months
+13.44%
YTD
+17.28%
1 Year
+25.09%
3 Years (annualized)
+23.44%
5 Years (annualized)
+12.90%
10 Years (annualized)
+16.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+8.51%
vs Peers
+8.77%

FSFMX Mutual Fund Performance

FSFMX performance across multiple time periods: 1-month -1.53%, YTD 17.28%, 1-year 25.09%, 3-year 23.44%, 5-year 12.90%, 10-year 16.95%.

FSFMX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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