FASRX Mutual Fund

NAV$11.73

Returns Overview

1 Month
+0.60%
3 Months
+3.70%
6 Months
+5.85%
YTD
+5.56%
1 Year
+16.02%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.85%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+3.47%
vs Peers
+2.09%

FASRX Mutual Fund Performance

FASRX performance across multiple time periods: 1-month 0.60%, YTD 5.56%, 1-year 16.02%, 3-year 10.47%, 5-year 4.85%, 10-year 5.00%.

FASRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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