FSRFX Mutual Fund

NAV$113.98

Returns Overview

1 Month
+8.06%
3 Months
+14.55%
6 Months
+16.57%
YTD
+10.18%
1 Year
+19.09%
3 Years
+13.40%
5 Years
+11.79%
10 Years
+12.59%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSRFX 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 Transportation 25-50 Index(NA)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+9.58%
vs Peers
+0.61%

FSRFX Mutual Fund Performance

FSRFX performance across multiple time periods: 1-month 8.06%, YTD 10.18%, 1-year 19.09%, 3-year 13.40%, 5-year 11.79%, 10-year 12.59%.

FSRFX returns outperform the peer average of 9.58% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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