FSMXX Mutual Fund

FSMXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+0.87%
6 Months
+2.20%
YTD
+2.63%
1 Year
+4.47%
3 Years (annualized)
+3.17%
5 Years (annualized)
+2.14%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSMXX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+2.63%
vs Peers
-0.00%

FSMXX Mutual Fund Performance

FSMXX performance across multiple time periods: YTD 2.63%, 1-year 4.47%, 3-year 3.17%, 5-year 2.14%, 10-year 1.48%.

FSMXX returns trail the peer average of 2.63% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

FSMXX performance comparison shows side-by-side returns with another fund. FSMXX alternatives are available in the Mutual Fund Screener.