FSSRX Mutual Fund

FSSRX Mutual Fund

NAV$22.23
See how much of FSSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
-4.32%
6 Months
+0.98%
YTD
+6.36%
1 Year
+12.45%
3 Years (annualized)
+17.57%
5 Years (annualized)
+4.70%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+12.21%
vs Peers
-5.85%

FSSRX Mutual Fund Performance

FSSRX performance across multiple time periods: 1-month 1.12%, YTD 6.36%, 1-year 12.45%, 3-year 17.57%, 5-year 4.70%, 10-year 15.68%.

FSSRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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