FRSAX Mutual Fund

FRSAX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
+0.57%
3 Months
+0.64%
6 Months
+0.93%
YTD
+1.50%
1 Year
+3.89%
3 Years (annualized)
+5.99%
5 Years (annualized)
+3.75%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRSAX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+0.12%
vs Peers
+1.38%

FRSAX Mutual Fund Performance

FRSAX performance across multiple time periods: 1-month 0.57%, YTD 1.50%, 1-year 3.89%, 3-year 5.99%, 5-year 3.75%, 10-year 3.38%.

FRSAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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