FSMAX Mutual Fund

NAV$119.57

Returns Overview

1 Month
+4.35%
3 Months
+19.81%
6 Months
+18.30%
YTD
+16.84%
1 Year
+29.01%
3 Years (annualized)
+19.68%
5 Years (annualized)
+6.72%
10 Years (annualized)
+12.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
The Dow Jones US Completion Total Stock Market Index(^TDJUSCTSMI)
This Mutual Fund (YTD)
+16.84%
Peer Avg (YTD)
+10.82%
vs Peers
+6.02%

FSMAX Mutual Fund Performance

FSMAX performance across multiple time periods: 1-month 4.35%, YTD 16.84%, 1-year 29.01%, 3-year 19.68%, 5-year 6.72%, 10-year 12.61%.

FSMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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