FSRMX Mutual Fund

FSRMX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
+2.47%
3 Months
+1.78%
6 Months
+6.78%
YTD
+12.60%
1 Year
+18.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRMX 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

This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+14.82%
vs Peers
-2.21%

FSRMX Mutual Fund Performance

FSRMX performance across multiple time periods: 1-month 2.47%, YTD 12.60%, 1-year 18.19%.

FSRMX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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