FSRRX Mutual Fund

FSRRX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-2.49%
3 Months
+0.43%
YTD
+5.62%
1 Year
+5.15%
3 Years (annualized)
+4.41%
5 Years (annualized)
+0.34%
10 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRRX 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
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🏦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)
+5.62%
Peer Avg (YTD)
+2.46%
vs Peers
+3.17%

FSRRX Mutual Fund Performance

FSRRX performance across multiple time periods: 1-month -2.49%, YTD 5.62%, 1-year 5.15%, 3-year 4.41%, 5-year 0.34%, 10-year 0.94%.

FSRRX 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.

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