FRSIX Mutual Fund

FRSIX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
+1.49%
3 Months
-0.06%
6 Months
+3.97%
YTD
+5.16%
1 Year
+1.78%
3 Years (annualized)
+9.21%
5 Years (annualized)
-1.19%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+15.20%
vs Peers
-10.04%

FRSIX Mutual Fund Performance

FRSIX performance across multiple time periods: 1-month 1.49%, YTD 5.16%, 1-year 1.78%, 3-year 9.21%, 5-year -1.19%, 10-year 9.42%.

FRSIX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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