FSRFX Mutual Fund

FSRFX Mutual Fund

NAV$119.59
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Returns Overview

1 Month
-2.42%
3 Months
+5.58%
6 Months
+13.91%
YTD
+17.28%
1 Year
+29.55%
3 Years (annualized)
+11.47%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.41%

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
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
MSCI US IMI Transportation 25-50 Index
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+11.31%
vs Peers
+5.97%

FSRFX Mutual Fund Performance

FSRFX performance across multiple time periods: 1-month -2.42%, YTD 17.28%, 1-year 29.55%, 3-year 11.47%, 5-year 10.83%, 10-year 12.41%.

FSRFX returns outperform the peer average of 11.31% 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.