FISRX Mutual Fund

FISRX Mutual Fund

NAV$2.44
See how much of FISRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.18%
3 Months
-1.17%
6 Months
+0.51%
YTD
+3.06%
1 Year
+6.02%
3 Years (annualized)
+10.08%
5 Years (annualized)
+6.39%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISRX 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
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+4.96%
vs Peers
-1.90%

FISRX Mutual Fund Performance

FISRX performance across multiple time periods: 1-month -3.18%, YTD 3.06%, 1-year 6.02%, 3-year 10.08%, 5-year 6.39%, 10-year 6.97%.

FISRX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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