FSMCX Mutual Fund

FSMCX Mutual Fund

NAV$18.76
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Returns Overview

1 Month
+0.66%
3 Months
+7.42%
6 Months
+7.99%
YTD
+13.44%
1 Year
+13.37%
3 Years (annualized)
+6.90%
5 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.54%
vs Peers
+3.90%

FSMCX Mutual Fund Performance

FSMCX performance across multiple time periods: 1-month 0.66%, YTD 13.44%, 1-year 13.37%, 3-year 6.90%, 5-year 6.63%.

FSMCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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