FSATX Mutual Fund

FSATX Mutual Fund

NAV$18.60
See how much of FSATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.63%
3 Months
+1.08%
6 Months
+5.90%
YTD
+9.89%
1 Year
+16.36%
3 Years (annualized)
+13.70%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.21%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+6.28%
vs Peers
+3.61%

FSATX Mutual Fund Performance

FSATX performance across multiple time periods: 1-month 1.63%, YTD 9.89%, 1-year 16.36%, 3-year 13.70%, 5-year 5.99%, 10-year 8.21%.

FSATX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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