FSFRX Mutual Fund

FSFRX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+0.67%
3 Months
+0.47%
6 Months
+1.08%
YTD
+2.66%
1 Year
+5.31%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.04%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFRX 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
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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)
+2.66%
Peer Avg (YTD)
+2.15%
vs Peers
+0.50%

FSFRX Mutual Fund Performance

FSFRX performance across multiple time periods: 1-month 0.67%, YTD 2.66%, 1-year 5.31%, 3-year 7.80%, 5-year 3.04%, 10-year 4.11%.

FSFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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