FSIRX Mutual Fund

NAV$9.41

Returns Overview

1 Month
+0.86%
3 Months
-0.95%
6 Months
+1.73%
YTD
+6.21%
1 Year
+12.33%
3 Years (annualized)
+8.74%
5 Years (annualized)
+5.71%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+4.14%
vs Peers
+2.06%

FSIRX Mutual Fund Performance

FSIRX performance across multiple time periods: 1-month 0.86%, YTD 6.21%, 1-year 12.33%, 3-year 8.74%, 5-year 5.71%, 10-year 5.32%.

FSIRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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