FSRIX Mutual Fund

FSRIX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
+0.49%
3 Months
-0.44%
6 Months
+0.44%
YTD
+2.65%
1 Year
+4.35%
3 Years (annualized)
+7.03%
5 Years (annualized)
+2.60%
10 Years (annualized)
+3.83%

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
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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
Fidelity Strategic Income Composite Index
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+2.15%
vs Peers
+0.50%

FSRIX Mutual Fund Performance

FSRIX performance across multiple time periods: 1-month 0.49%, YTD 2.65%, 1-year 4.35%, 3-year 7.03%, 5-year 2.60%, 10-year 3.83%.

FSRIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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