FRSIX Mutual Fund

FRSIX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-4.86%
3 Months
+1.98%
6 Months
+3.97%
YTD
+3.62%
1 Year
+0.56%
3 Years (annualized)
+7.76%
5 Years (annualized)
-0.79%
10 Years (annualized)
+9.30%

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)
+3.62%
Peer Avg (YTD)
+15.31%
vs Peers
-11.69%

FRSIX Mutual Fund Performance

FRSIX performance across multiple time periods: 1-month -4.86%, YTD 3.62%, 1-year 0.56%, 3-year 7.76%, 5-year -0.79%, 10-year 9.30%.

FRSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.59%, 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.