FSRIX Mutual Fund

NAV$12.17

Returns Overview

1 Month
+0.39%
3 Months
+3.05%
6 Months
+2.53%
YTD
+2.45%
1 Year
+7.06%
3 Years (annualized)
+7.54%
5 Years (annualized)
+3.02%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Strategic Income Composite Index
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+3.23%
vs Peers
-0.78%

FSRIX Mutual Fund Performance

FSRIX performance across multiple time periods: 1-month 0.39%, YTD 2.45%, 1-year 7.06%, 3-year 7.54%, 5-year 3.02%, 10-year 4.24%.

FSRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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