FSIRX Mutual Fund

FSIRX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+0.99%
3 Months
+0.77%
6 Months
+0.45%
YTD
+8.63%
1 Year
+10.98%
3 Years (annualized)
+10.15%
5 Years (annualized)
+5.36%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIRX 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)
+8.63%
Peer Avg (YTD)
+2.95%
vs Peers
+5.68%

FSIRX Mutual Fund Performance

FSIRX performance across multiple time periods: 1-month 0.99%, YTD 8.63%, 1-year 10.98%, 3-year 10.15%, 5-year 5.36%, 10-year 5.46%.

FSIRX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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