FSRBX Mutual Fund

NAV$34.16

Returns Overview

1 Month
-4.07%
3 Months
+4.91%
6 Months
+5.30%
YTD
-1.17%
1 Year
+14.65%
3 Years
+16.22%
5 Years
+11.42%
10 Years
+12.78%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSRBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Banks 5% Capped Linked Index(NA)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
+2.40%
vs Peers
-3.57%

FSRBX Mutual Fund Performance

FSRBX performance across multiple time periods: 1-month -4.07%, YTD -1.17%, 1-year 14.65%, 3-year 16.22%, 5-year 11.42%, 10-year 12.78%.

FSRBX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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