FRSIX Mutual Fund

FRSIX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
-1.66%
3 Months
-5.04%
6 Months
+9.04%
YTD
+3.42%
1 Year
+0.47%
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)
+3.42%
Peer Avg (YTD)
+10.34%
vs Peers
-6.93%

FRSIX Mutual Fund Performance

FRSIX performance across multiple time periods: 1-month -1.66%, YTD 3.42%, 1-year 0.47%, 3-year 9.21%, 5-year -1.19%, 10-year 9.42%.

FRSIX returns trail the peer average of 10.34% 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.