FSRBX Mutual Fund

FSRBX Mutual Fund

NAV$36.51
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Returns Overview

1 Month
+2.39%
3 Months
+9.68%
6 Months
+9.14%
YTD
+15.96%
1 Year
+31.97%
3 Years (annualized)
+26.43%
5 Years (annualized)
+13.58%
10 Years (annualized)
+13.14%

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)
+15.96%
Peer Avg (YTD)
+10.67%
vs Peers
+5.29%

FSRBX Mutual Fund Performance

FSRBX performance across multiple time periods: 1-month 2.39%, YTD 15.96%, 1-year 31.97%, 3-year 26.43%, 5-year 13.58%, 10-year 13.14%.

FSRBX returns outperform the peer average of 10.67% 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.