FSRKX Mutual Fund

FSRKX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+2.05%
3 Months
-0.29%
6 Months
+4.62%
YTD
+7.90%
1 Year
+14.55%
3 Years (annualized)
+8.73%
5 Years (annualized)
+5.97%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRKX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+3.39%
vs Peers
+4.51%

FSRKX Mutual Fund Performance

FSRKX performance across multiple time periods: 1-month 2.05%, YTD 7.90%, 1-year 14.55%, 3-year 8.73%, 5-year 5.97%, 10-year 5.65%.

FSRKX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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