FSRLX Mutual Fund

NAV$10.84

Returns Overview

1 Month
-2.96%
3 Months
-5.05%
6 Months
-5.66%
YTD
-5.68%
1 Year
+2.03%
3 Years (annualized)
+0.06%
5 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRLX 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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
-5.68%
Peer Avg (YTD)
-1.92%
vs Peers
-3.76%

FSRLX Mutual Fund Performance

FSRLX performance across multiple time periods: 1-month -2.96%, YTD -5.68%, 1-year 2.03%, 3-year 0.06%, 5-year 9.64%.

FSRLX returns trail the peer average of -1.92% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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