FSSEX Mutual Fund

FSSEX Mutual Fund

NAV$14.44
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Returns Overview

1 Month
-3.04%
3 Months
-2.18%
6 Months
+1.92%
YTD
+8.40%
1 Year
+11.21%
3 Years (annualized)
+19.39%

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)
+8.40%
Peer Avg (YTD)
+8.05%
vs Peers
+0.34%

FSSEX Mutual Fund Performance

FSSEX performance across multiple time periods: 1-month -3.04%, YTD 8.40%, 1-year 11.21%, 3-year 19.39%.

FSSEX returns outperform the peer average of 8.05% 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.