FSFNX Mutual Fund

FSFNX Mutual Fund

NAV$42.73
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Returns Overview

1 Month
-5.71%
3 Months
-5.34%
6 Months
-0.78%
YTD
+12.04%
1 Year
+11.81%
3 Years (annualized)
+24.69%
5 Years (annualized)
+14.04%
10 Years (annualized)
+18.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFNX 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
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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)
+12.04%
Peer Avg (YTD)
+5.23%
vs Peers
+6.80%

FSFNX Mutual Fund Performance

FSFNX performance across multiple time periods: 1-month -5.71%, YTD 12.04%, 1-year 11.81%, 3-year 24.69%, 5-year 14.04%, 10-year 18.14%.

FSFNX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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