FSSEX Mutual Fund

FSSEX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
+2.12%
3 Months
+2.96%
6 Months
+4.84%
YTD
+14.20%
1 Year
+24.59%
3 Years (annualized)
+18.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSEX 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

This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+10.17%
vs Peers
+4.03%

FSSEX Mutual Fund Performance

FSSEX performance across multiple time periods: 1-month 2.12%, YTD 14.20%, 1-year 24.59%, 3-year 18.19%.

FSSEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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