FSATX Mutual Fund

FSATX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-1.20%
3 Months
-1.03%
6 Months
+1.23%
YTD
+7.01%
1 Year
+8.49%
3 Years (annualized)
+15.03%
5 Years (annualized)
+5.32%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSATX 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)
+7.01%
Peer Avg (YTD)
+5.92%
vs Peers
+1.09%

FSATX Mutual Fund Performance

FSATX performance across multiple time periods: 1-month -1.20%, YTD 7.01%, 1-year 8.49%, 3-year 15.03%, 5-year 5.32%, 10-year 8.04%.

FSATX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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