FSFMX Mutual Fund

FSFMX Mutual Fund

NAV$44.78
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Returns Overview

1 Month
-8.76%
3 Months
+4.55%
6 Months
+15.21%
YTD
+19.10%
1 Year
+25.87%
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)
+19.10%
Peer Avg (YTD)
+6.23%
vs Peers
+12.87%

FSFMX Mutual Fund Performance

FSFMX performance across multiple time periods: 1-month -8.76%, YTD 19.10%, 1-year 25.87%, 3-year 23.44%, 5-year 12.90%, 10-year 16.95%.

FSFMX returns outperform the peer average of 6.23% 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.