FSMSX Mutual Fund

FSMSX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-0.17%
3 Months
-0.35%
6 Months
+0.52%
YTD
+3.13%
1 Year
+3.95%
3 Years (annualized)
+4.38%
5 Years (annualized)
+4.67%

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)
+3.13%
Peer Avg (YTD)
+3.99%
vs Peers
-0.85%

FSMSX Mutual Fund Performance

FSMSX performance across multiple time periods: 1-month -0.17%, YTD 3.13%, 1-year 3.95%, 3-year 4.38%, 5-year 4.67%.

FSMSX returns trail the peer average of 3.99% 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.