FSMBX Mutual Fund

NAV$18.72

Returns Overview

1 Month
+4.94%
3 Months
+13.80%
6 Months
+12.88%
YTD
+11.83%
1 Year
+13.76%
3 Years (annualized)
+8.07%
5 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMBX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+10.82%
vs Peers
+1.01%

FSMBX Mutual Fund Performance

FSMBX performance across multiple time periods: 1-month 4.94%, YTD 11.83%, 1-year 13.76%, 3-year 8.07%, 5-year 6.39%.

FSMBX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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