FKRSX Mutual Fund

FKRSX Mutual Fund

NAV$58.08
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Returns Overview

1 Month
+1.30%
3 Months
+1.38%
6 Months
+4.81%
YTD
+4.26%
1 Year
+11.89%
3 Years (annualized)
+8.96%
5 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKRSX 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
Fidelity Managed Retirement 2015 Composite Index
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+7.21%
vs Peers
-2.95%

FKRSX Mutual Fund Performance

FKRSX performance across multiple time periods: 1-month 1.30%, YTD 4.26%, 1-year 11.89%, 3-year 8.96%, 5-year 3.15%.

FKRSX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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