FSRTX Mutual Fund

FSRTX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-2.50%
3 Months
+0.43%
YTD
+5.65%
1 Year
+5.17%
3 Years (annualized)
+4.43%
5 Years (annualized)
+0.32%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRTX 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)
+5.65%
Peer Avg (YTD)
+2.46%
vs Peers
+3.19%

FSRTX Mutual Fund Performance

FSRTX performance across multiple time periods: 1-month -2.50%, YTD 5.65%, 1-year 5.17%, 3-year 4.43%, 5-year 0.32%, 10-year 0.93%.

FSRTX 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.

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