FSRKX Mutual Fund

FSRKX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
-2.48%
3 Months
+1.94%
6 Months
+1.96%
YTD
+7.78%
1 Year
+10.48%
3 Years (annualized)
+9.87%
5 Years (annualized)
+6.42%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRKX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+2.46%
vs Peers
+5.33%

FSRKX Mutual Fund Performance

FSRKX performance across multiple time periods: 1-month -2.48%, YTD 7.78%, 1-year 10.48%, 3-year 9.87%, 5-year 6.42%, 10-year 5.65%.

FSRKX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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