FSATX Mutual Fund

NAV$18.74

Returns Overview

1 Month
+0.70%
3 Months
+10.85%
6 Months
+10.13%
YTD
+9.48%
1 Year
+23.14%
3 Years (annualized)
+14.86%
5 Years (annualized)
+7.17%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSATX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+5.87%
vs Peers
+3.62%

FSATX Mutual Fund Performance

FSATX performance across multiple time periods: 1-month 0.70%, YTD 9.48%, 1-year 23.14%, 3-year 14.86%, 5-year 7.17%, 10-year 8.91%.

FSATX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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