FSRJX Mutual Fund

FSRJX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+1.48%
3 Months
+9.22%
6 Months
+12.94%
YTD
+12.94%
1 Year
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRJX 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

This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+10.82%
vs Peers
+2.12%

FSRJX Mutual Fund Performance

FSRJX performance across multiple time periods: 1-month 1.48%, YTD 12.94%, 1-year 12.95%.

FSRJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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