FSMLX Mutual Fund

FSMLX Mutual Fund

NAV$28.95
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Returns Overview

1 Month
-7.10%
3 Months
-9.40%
6 Months
+10.11%
YTD
+5.68%
1 Year
+12.38%
3 Years (annualized)
+15.23%
5 Years (annualized)
+5.97%
10 Years (annualized)
+16.49%

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)
+5.68%
Peer Avg (YTD)
+10.34%
vs Peers
-4.66%

FSMLX Mutual Fund Performance

FSMLX performance across multiple time periods: 1-month -7.10%, YTD 5.68%, 1-year 12.38%, 3-year 15.23%, 5-year 5.97%, 10-year 16.49%.

FSMLX returns trail the peer average of 10.34% 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.