FSXSX Mutual Fund

FSXSX Mutual Fund

NAV$11.40

Returns Overview

3 Months
+0.22%
6 Months
+5.49%
YTD
+5.49%
1 Year
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXSX 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)
+5.49%
Peer Avg (YTD)
+7.21%
vs Peers
-1.72%

FSXSX Mutual Fund Performance

FSXSX performance across multiple time periods: YTD 5.49%, 1-year 11.81%.

FSXSX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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