FSRNX Mutual Fund

NAV$18.08

Returns Overview

1 Month
+1.83%
3 Months
+9.89%
6 Months
+10.91%
YTD
+10.84%
1 Year
+12.15%
3 Years (annualized)
+9.03%
5 Years (annualized)
+2.78%
10 Years (annualized)
+3.83%

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
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 US IMI Real Estate 25/25 Index
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+11.24%
vs Peers
-0.40%

FSRNX Mutual Fund Performance

FSRNX performance across multiple time periods: 1-month 1.83%, YTD 10.84%, 1-year 12.15%, 3-year 9.03%, 5-year 2.78%, 10-year 3.83%.

FSRNX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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