FSMDX Mutual Fund

FSMDX Mutual Fund

NAV$43.33
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Returns Overview

1 Month
-0.59%
3 Months
+5.40%
6 Months
+11.22%
YTD
+14.62%
1 Year
+18.73%
3 Years (annualized)
+14.78%
5 Years (annualized)
+8.20%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMDX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+9.54%
vs Peers
+5.08%

FSMDX Mutual Fund Performance

FSMDX performance across multiple time periods: 1-month -0.59%, YTD 14.62%, 1-year 18.73%, 3-year 14.78%, 5-year 8.20%, 10-year 11.44%.

FSMDX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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