FSMUX Mutual Fund

FSMUX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
-0.23%
3 Months
-0.93%
6 Months
-1.59%
YTD
+0.18%
1 Year
+4.38%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+0.15%
vs Peers
+0.03%

FSMUX Mutual Fund Performance

FSMUX performance across multiple time periods: 1-month -0.23%, YTD 0.18%, 1-year 4.38%, 3-year 3.65%, 5-year 0.38%.

FSMUX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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