FSHSX Mutual Fund

NAV$10.04

Returns Overview

1 Month
+0.42%
3 Months
+0.75%
6 Months
+0.78%
YTD
+0.78%
1 Year
+2.50%
3 Years (annualized)
+2.95%
5 Years (annualized)
+1.10%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHSX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond 1-5 Years Investment Grade 5% Pre-Refunded Index
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+1.79%
vs Peers
-1.01%

FSHSX Mutual Fund Performance

FSHSX performance across multiple time periods: 1-month 0.42%, YTD 0.78%, 1-year 2.50%, 3-year 2.95%, 5-year 1.10%, 10-year 1.20%.

FSHSX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FSHSX performance comparison shows side-by-side returns with another fund. FSHSX alternatives are available in the Mutual Fund Screener.