FSMVX Mutual Fund

FSMVX Mutual Fund

NAV$38.88
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Returns Overview

1 Month
+5.61%
3 Months
-0.34%
6 Months
+8.70%
YTD
+23.60%
1 Year
+32.96%
3 Years (annualized)
+25.18%
5 Years (annualized)
+13.07%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMVX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.60%
Peer Avg (YTD)
+8.01%
vs Peers
+15.60%

FSMVX Mutual Fund Performance

FSMVX performance across multiple time periods: 1-month 5.61%, YTD 23.60%, 1-year 32.96%, 3-year 25.18%, 5-year 13.07%, 10-year 11.83%.

FSMVX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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