FRSLX Mutual Fund

NAV$28.28

Returns Overview

1 Month
+3.44%
3 Months
+20.53%
6 Months
+19.13%
YTD
+17.53%
1 Year
+27.32%
3 Years (annualized)
+15.06%
5 Years (annualized)
+3.60%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRSLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+17.53%
Peer Avg (YTD)
+10.82%
vs Peers
+6.71%

FRSLX Mutual Fund Performance

FRSLX performance across multiple time periods: 1-month 3.44%, YTD 17.53%, 1-year 27.32%, 3-year 15.06%, 5-year 3.60%, 10-year 11.28%.

FRSLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

FRSLX performance comparison shows side-by-side returns with another fund. FRSLX alternatives are available in the Mutual Fund Screener.