FSMLX Mutual Fund

FSMLX Mutual Fund

NAV$29.30
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Returns Overview

1 Month
+1.16%
3 Months
-4.18%
6 Months
+1.30%
YTD
+6.91%
1 Year
+13.16%
3 Years (annualized)
+18.33%
5 Years (annualized)
+4.75%
10 Years (annualized)
+16.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+12.21%
vs Peers
-5.30%

FSMLX Mutual Fund Performance

FSMLX performance across multiple time periods: 1-month 1.16%, YTD 6.91%, 1-year 13.16%, 3-year 18.33%, 5-year 4.75%, 10-year 16.27%.

FSMLX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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