FASRX Mutual Fund

FASRX Mutual Fund

NAV$11.76
See how much of FASRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
+0.09%
6 Months
+2.54%
YTD
+5.02%
1 Year
+9.14%
3 Years (annualized)
+8.86%
5 Years (annualized)
+3.72%
10 Years (annualized)
+4.24%

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

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)
+5.02%
Peer Avg (YTD)
+4.75%
vs Peers
+0.28%

FASRX Mutual Fund Performance

FASRX performance across multiple time periods: 1-month 0.34%, YTD 5.02%, 1-year 9.14%, 3-year 8.86%, 5-year 3.72%, 10-year 4.24%.

FASRX returns outperform the peer average of 4.75% 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.