FSIRX Mutual Fund

FSIRX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-2.50%
3 Months
+1.81%
6 Months
+1.72%
YTD
+7.57%
1 Year
+10.32%
3 Years (annualized)
+9.61%
5 Years (annualized)
+6.21%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIRX 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
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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)
+7.57%
Peer Avg (YTD)
+2.46%
vs Peers
+5.11%

FSIRX Mutual Fund Performance

FSIRX performance across multiple time periods: 1-month -2.50%, YTD 7.57%, 1-year 10.32%, 3-year 9.61%, 5-year 6.21%, 10-year 5.84%.

FSIRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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