FSXEX Mutual Fund

FSXEX Mutual Fund

NAV$14.01
See how much of FSXEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
+2.06%
6 Months
+5.33%
YTD
+6.96%
1 Year
+15.09%
3 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXEX 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

This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+6.99%
vs Peers
-0.03%

FSXEX Mutual Fund Performance

FSXEX performance across multiple time periods: 1-month -1.36%, YTD 6.96%, 1-year 15.09%, 3-year 11.74%.

FSXEX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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