FSRFX Mutual Fund

FSRFX Mutual Fund

NAV$112.98
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Returns Overview

1 Month
-6.30%
3 Months
-9.30%
6 Months
+6.26%
YTD
+7.96%
1 Year
+15.04%
3 Years (annualized)
+13.22%
5 Years (annualized)
+9.87%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRFX 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
MSCI US IMI Transportation 25-50 Index
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+4.44%
vs Peers
+3.52%

FSRFX Mutual Fund Performance

FSRFX performance across multiple time periods: 1-month -6.30%, YTD 7.96%, 1-year 15.04%, 3-year 13.22%, 5-year 9.87%, 10-year 12.19%.

FSRFX returns outperform the peer average of 4.44% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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