FSRRX Mutual Fund

FSRRX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.98%
3 Months
+0.77%
6 Months
+0.47%
YTD
+8.60%
1 Year
+10.93%
3 Years (annualized)
+10.17%
5 Years (annualized)
+5.38%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+2.95%
vs Peers
+5.65%

FSRRX Mutual Fund Performance

FSRRX performance across multiple time periods: 1-month 0.98%, YTD 8.60%, 1-year 10.93%, 3-year 10.17%, 5-year 5.38%, 10-year 5.46%.

FSRRX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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