FSRPX Mutual Fund

FSRPX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
+4.94%
3 Months
+0.72%
6 Months
+3.89%
YTD
+7.24%
1 Year
+9.95%
3 Years (annualized)
+13.82%
5 Years (annualized)
+4.65%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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 Retailing 25-50 Index
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+3.27%
vs Peers
+3.98%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month 4.94%, YTD 7.24%, 1-year 9.95%, 3-year 13.82%, 5-year 4.65%, 10-year 13.16%.

FSRPX returns outperform the peer average of 3.27% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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