FSMEX Mutual Fund

NAV$44.01

Returns Overview

1 Month
+2.39%
3 Months
-9.23%
6 Months
-18.15%
YTD
-15.53%
1 Year
-10.19%
3 Years
-0.23%
5 Years
-1.58%
10 Years
+11.97%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSMEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Custom Health Care Technology and Equipment 25/50 Linked Index(NA)
This Mutual Fund (YTD)
-15.53%
Peer Avg (YTD)
+1.69%
vs Peers
-17.22%

FSMEX Mutual Fund Performance

FSMEX performance across multiple time periods: 1-month 2.39%, YTD -15.53%, 1-year -10.19%, 3-year -0.23%, 5-year -1.58%, 10-year 11.97%.

FSMEX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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