FASRX Mutual Fund

FASRX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-0.85%
3 Months
+1.13%
6 Months
+3.46%
YTD
+4.66%
1 Year
+9.24%
3 Years (annualized)
+8.67%
5 Years (annualized)
+4.73%
10 Years (annualized)
+4.77%

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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+2.39%
vs Peers
+2.28%

FASRX Mutual Fund Performance

FASRX performance across multiple time periods: 1-month -0.85%, YTD 4.66%, 1-year 9.24%, 3-year 8.67%, 5-year 4.73%, 10-year 4.77%.

FASRX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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