FARSX Mutual Fund

NAV$58.10

Returns Overview

1 Month
+1.29%
3 Months
+1.30%
6 Months
+4.64%
YTD
+4.11%
1 Year
+11.52%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.12%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Managed Retirement 2015 Composite Index
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+7.21%
vs Peers
-3.11%

FARSX Mutual Fund Performance

FARSX performance across multiple time periods: 1-month 1.29%, YTD 4.11%, 1-year 11.52%, 3-year 8.58%, 5-year 3.12%, 10-year 5.44%.

FARSX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

FARSX performance comparison shows side-by-side returns with another fund. FARSX alternatives are available in the Mutual Fund Screener.