FSRBX Mutual Fund

NAV$38.23

Returns Overview

1 Month
+8.79%
3 Months
+13.32%
6 Months
+10.95%
YTD
+9.82%
1 Year
+28.57%
3 Years (annualized)
+30.39%
5 Years (annualized)
+11.86%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+8.61%
vs Peers
+1.21%

FSRBX Mutual Fund Performance

FSRBX performance across multiple time periods: 1-month 8.79%, YTD 9.82%, 1-year 28.57%, 3-year 30.39%, 5-year 11.86%, 10-year 13.02%.

FSRBX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.69%, 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.