FSMCX Mutual Fund

NAV$18.83

Returns Overview

1 Month
+5.73%
3 Months
+14.60%
6 Months
+13.75%
YTD
+12.70%
1 Year
+14.53%
3 Years (annualized)
+8.31%
5 Years (annualized)
+6.88%

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
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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+10.82%
vs Peers
+1.88%

FSMCX Mutual Fund Performance

FSMCX performance across multiple time periods: 1-month 5.73%, YTD 12.70%, 1-year 14.53%, 3-year 8.31%, 5-year 6.88%.

FSMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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