FSMOX Mutual Fund

FSMOX Mutual Fund

NAV$9.40
See how much of FSMOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
-0.57%
6 Months
-2.01%
YTD
-0.44%
1 Year
+3.26%
3 Years (annualized)
+4.13%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+2.15%
vs Peers
-2.60%

FSMOX Mutual Fund Performance

FSMOX performance across multiple time periods: 1-month 0.40%, YTD -0.44%, 1-year 3.26%, 3-year 4.13%.

FSMOX returns trail the peer average of 2.15% 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.