FSMOX Mutual Fund

FSMOX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
+2.55%
3 Months
-0.45%
6 Months
-1.60%
YTD
-1.29%
1 Year
-0.65%
3 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMOX 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

This Mutual Fund (YTD)
-1.29%
Peer Avg (YTD)
+1.93%
vs Peers
-3.21%

FSMOX Mutual Fund Performance

FSMOX performance across multiple time periods: 1-month 2.55%, YTD -1.29%, 1-year -0.65%, 3-year 5.16%.

FSMOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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