FSRPX Mutual Fund

FSRPX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
+6.46%
3 Months
-2.38%
6 Months
-1.67%
YTD
+4.69%
1 Year
+7.01%
3 Years (annualized)
+15.17%
5 Years (annualized)
+3.76%
10 Years (annualized)
+17.43%

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)
+4.69%
Peer Avg (YTD)
-0.05%
vs Peers
+4.74%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month 6.46%, YTD 4.69%, 1-year 7.01%, 3-year 15.17%, 5-year 3.76%, 10-year 17.43%.

FSRPX returns outperform the peer average of -0.05% 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.