FSMSX Mutual Fund

FSMSX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+0.43%
3 Months
+0.87%
6 Months
+2.57%
YTD
+3.49%
1 Year
+5.96%
3 Years (annualized)
+4.91%
5 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMSX 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
The HFRX Global Hedge Fund Index
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+2.39%
vs Peers
+1.10%

FSMSX Mutual Fund Performance

FSMSX performance across multiple time periods: 1-month 0.43%, YTD 3.49%, 1-year 5.96%, 3-year 4.91%, 5-year 5.20%.

FSMSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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