FSRFX Mutual Fund

FSRFX Mutual Fund

NAV$124.08
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Returns Overview

1 Month
+3.57%
3 Months
+9.31%
6 Months
+12.15%
YTD
+11.06%
1 Year
+22.68%
3 Years (annualized)
+12.04%
5 Years (annualized)
+9.34%
10 Years (annualized)
+12.61%

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)
+11.06%
Peer Avg (YTD)
+13.49%
vs Peers
-2.43%

FSRFX Mutual Fund Performance

FSRFX performance across multiple time periods: 1-month 3.57%, YTD 11.06%, 1-year 22.68%, 3-year 12.04%, 5-year 9.34%, 10-year 12.61%.

FSRFX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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