FSRPX Mutual Fund

NAV$17.49

Returns Overview

1 Month
-0.43%
3 Months
+3.64%
6 Months
+3.43%
YTD
+2.78%
1 Year
+9.54%
3 Years
+18.19%
5 Years
+10.53%
10 Years
+17.94%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSRPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Retailing 25-50 Index(NA)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+1.10%
vs Peers
+1.68%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month -0.43%, YTD 2.78%, 1-year 9.54%, 3-year 18.19%, 5-year 10.53%, 10-year 17.94%.

FSRPX returns outperform the peer average of 1.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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