FSSMX Mutual Fund

FSSMX Mutual Fund

NAV$54.61
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Returns Overview

1 Month
-3.56%
3 Months
+4.13%
6 Months
+13.64%
YTD
+18.74%
1 Year
+25.92%
3 Years (annualized)
+14.85%
5 Years (annualized)
+9.45%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSMX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.74%
Peer Avg (YTD)
+9.54%
vs Peers
+9.20%

FSSMX Mutual Fund Performance

FSSMX performance across multiple time periods: 1-month -3.56%, YTD 18.74%, 1-year 25.92%, 3-year 14.85%, 5-year 9.45%, 10-year 12.08%.

FSSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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