FSYMX Mutual Fund

FSYMX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-1.23%
3 Months
+4.13%
6 Months
+5.58%
YTD
+11.25%
1 Year
+23.60%
3 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSYMX 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
MSCI Europe, Australasia, Far East (MSCI EAFE) Index(MSCIEAFE)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+9.42%
vs Peers
+1.83%

FSYMX Mutual Fund Performance

FSYMX performance across multiple time periods: 1-month -1.23%, YTD 11.25%, 1-year 23.60%, 3-year 15.05%.

FSYMX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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