FSRPX Mutual Fund

FSRPX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
-4.72%
3 Months
-3.77%
6 Months
+1.10%
YTD
-1.66%
1 Year
+0.06%
3 Years (annualized)
+12.37%
5 Years (annualized)
+3.58%
10 Years (annualized)
+17.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRPX 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 Retailing 25-50 Index
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
-2.27%
vs Peers
+0.61%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month -4.72%, YTD -1.66%, 1-year 0.06%, 3-year 12.37%, 5-year 3.58%, 10-year 17.01%.

FSRPX returns outperform the peer average of -2.27% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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