FSSRX Mutual Fund

FSSRX Mutual Fund

NAV$24.38
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Returns Overview

1 Month
-4.42%
3 Months
+5.53%
6 Months
+11.00%
YTD
+11.16%
1 Year
+25.07%
3 Years (annualized)
+12.57%
5 Years (annualized)
+2.42%
10 Years (annualized)
+10.56%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+15.31%
vs Peers
-4.15%

FSSRX Mutual Fund Performance

FSSRX performance across multiple time periods: 1-month -4.42%, YTD 11.16%, 1-year 25.07%, 3-year 12.57%, 5-year 2.42%, 10-year 10.56%.

FSSRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.29%, 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.