FSRNX Mutual Fund

FSRNX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
+2.53%
3 Months
+3.81%
6 Months
+10.83%
YTD
+13.64%
1 Year
+14.84%
3 Years (annualized)
+9.19%
5 Years (annualized)
+2.41%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRNX 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
MSCI US IMI Real Estate 25/25 Index
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+12.53%
vs Peers
+1.11%

FSRNX Mutual Fund Performance

FSRNX performance across multiple time periods: 1-month 2.53%, YTD 13.64%, 1-year 14.84%, 3-year 9.19%, 5-year 2.41%, 10-year 3.65%.

FSRNX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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