FSRAX Mutual Fund

FSRAX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+2.09%
3 Months
-0.37%
6 Months
+4.36%
YTD
+7.67%
1 Year
+14.00%
3 Years (annualized)
+8.28%
5 Years (annualized)
+5.50%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRAX 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
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🏦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)
+7.67%
Peer Avg (YTD)
+3.39%
vs Peers
+4.28%

FSRAX Mutual Fund Performance

FSRAX performance across multiple time periods: 1-month 2.09%, YTD 7.67%, 1-year 14.00%, 3-year 8.28%, 5-year 5.50%, 10-year 5.26%.

FSRAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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