FISRX Mutual Fund

FISRX Mutual Fund

NAV$2.45
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Returns Overview

1 Month
+2.51%
3 Months
+0.48%
6 Months
+1.36%
YTD
+5.65%
1 Year
+8.22%
3 Years (annualized)
+12.02%
5 Years (annualized)
+5.76%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISRX 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
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+5.30%
vs Peers
+0.35%

FISRX Mutual Fund Performance

FISRX performance across multiple time periods: 1-month 2.51%, YTD 5.65%, 1-year 8.22%, 3-year 12.02%, 5-year 5.76%, 10-year 6.68%.

FISRX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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