FSMLX Mutual Fund

FSMLX Mutual Fund

NAV$32.93
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Returns Overview

1 Month
-4.34%
3 Months
+5.73%
6 Months
+11.34%
YTD
+11.58%
1 Year
+25.93%
3 Years (annualized)
+13.30%
5 Years (annualized)
+3.09%
10 Years (annualized)
+11.29%

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)
+11.58%
Peer Avg (YTD)
+15.31%
vs Peers
-3.73%

FSMLX Mutual Fund Performance

FSMLX performance across multiple time periods: 1-month -4.34%, YTD 11.58%, 1-year 25.93%, 3-year 13.30%, 5-year 3.09%, 10-year 11.29%.

FSMLX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.66%, 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.