FSRRX Mutual Fund

FSRRX Mutual Fund

NAV$9.59
See how much of FSRRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.05%
3 Months
-0.30%
6 Months
+4.48%
YTD
+7.78%
1 Year
+14.36%
3 Years (annualized)
+8.57%
5 Years (annualized)
+5.77%
10 Years (annualized)
+5.52%

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
PROUpgrade to run

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)
+7.78%
Peer Avg (YTD)
+3.39%
vs Peers
+4.39%

FSRRX Mutual Fund Performance

FSRRX performance across multiple time periods: 1-month 2.05%, YTD 7.78%, 1-year 14.36%, 3-year 8.57%, 5-year 5.77%, 10-year 5.52%.

FSRRX returns outperform the peer average of 3.39% 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.