FSMRX Mutual Fund

FSMRX Mutual Fund

NAV$32.42
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Returns Overview

1 Month
-4.84%
3 Months
+2.08%
6 Months
+4.22%
YTD
+3.84%
1 Year
+1.04%
3 Years (annualized)
+8.28%
5 Years (annualized)
-0.28%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMRX 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)
+3.84%
Peer Avg (YTD)
+15.31%
vs Peers
-11.47%

FSMRX Mutual Fund Performance

FSMRX performance across multiple time periods: 1-month -4.84%, YTD 3.84%, 1-year 1.04%, 3-year 8.28%, 5-year -0.28%, 10-year 9.86%.

FSMRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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