FISRX Mutual Fund

NAV$2.49

Returns Overview

1 Month
-0.38%
3 Months
+1.70%
6 Months
+4.71%
YTD
+4.28%
1 Year
+11.80%
3 Years (annualized)
+9.48%
5 Years (annualized)
+6.28%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISRX 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
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+5.87%
vs Peers
-1.59%

FISRX Mutual Fund Performance

FISRX performance across multiple time periods: 1-month -0.38%, YTD 4.28%, 1-year 11.80%, 3-year 9.48%, 5-year 6.28%, 10-year 7.13%.

FISRX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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