FSFRX Mutual Fund

FSFRX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-2.33%
3 Months
-2.22%
6 Months
+0.23%
YTD
+0.26%
1 Year
+1.73%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.04%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+0.50%
vs Peers
-0.24%

FSFRX Mutual Fund Performance

FSFRX performance across multiple time periods: 1-month -2.33%, YTD 0.26%, 1-year 1.73%, 3-year 7.80%, 5-year 3.04%, 10-year 4.11%.

FSFRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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