FSRFX Mutual Fund

FSRFX Mutual Fund

NAV$118.63
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Returns Overview

1 Month
+1.89%
3 Months
-5.29%
6 Months
-0.01%
YTD
+10.00%
1 Year
+16.03%
3 Years (annualized)
+15.26%
5 Years (annualized)
+7.93%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRFX 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 Transportation 25-50 Index
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+5.18%
vs Peers
+4.82%

FSRFX Mutual Fund Performance

FSRFX performance across multiple time periods: 1-month 1.89%, YTD 10.00%, 1-year 16.03%, 3-year 15.26%, 5-year 7.93%, 10-year 11.51%.

FSRFX returns outperform the peer average of 5.18% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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