FSMAX Mutual Fund

FSMAX Mutual Fund

NAV$114.97
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Returns Overview

1 Month
+2.28%
3 Months
+2.28%
6 Months
+12.05%
YTD
+15.95%
1 Year
+18.49%
3 Years (annualized)
+18.28%
5 Years (annualized)
+6.14%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMAX 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
The Dow Jones US Completion Total Stock Market Index(^TDJUSCTSMI)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+9.89%
vs Peers
+6.06%

FSMAX Mutual Fund Performance

FSMAX performance across multiple time periods: 1-month 2.28%, YTD 15.95%, 1-year 18.49%, 3-year 18.28%, 5-year 6.14%, 10-year 11.72%.

FSMAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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