FSRAX Mutual Fund

FSRAX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-2.51%
3 Months
+1.87%
6 Months
+1.69%
YTD
+7.44%
1 Year
+10.04%
3 Years (annualized)
+9.39%
5 Years (annualized)
+5.95%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRAX 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)
+7.44%
Peer Avg (YTD)
+2.46%
vs Peers
+4.98%

FSRAX Mutual Fund Performance

FSRAX performance across multiple time periods: 1-month -2.51%, YTD 7.44%, 1-year 10.04%, 3-year 9.39%, 5-year 5.95%, 10-year 5.57%.

FSRAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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