FSRBX Mutual Fund

FSRBX Mutual Fund

NAV$36.71
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Returns Overview

1 Month
+1.98%
3 Months
-6.15%
6 Months
+2.93%
YTD
+7.71%
1 Year
+19.02%
3 Years (annualized)
+30.46%
5 Years (annualized)
+9.39%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRBX 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
MSCI US IMI Banks 5% Capped Linked Index
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+9.56%
vs Peers
-1.85%

FSRBX Mutual Fund Performance

FSRBX performance across multiple time periods: 1-month 1.98%, YTD 7.71%, 1-year 19.02%, 3-year 30.46%, 5-year 9.39%, 10-year 11.58%.

FSRBX returns trail the peer average of 9.56% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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