FSRPX Mutual Fund

NAV$17.33

Returns Overview

1 Month
-2.49%
3 Months
+5.06%
6 Months
+2.54%
YTD
+2.20%
1 Year
+8.22%
3 Years (annualized)
+14.79%
5 Years (annualized)
+6.87%
10 Years (annualized)
+17.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRPX 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 Retailing 25-50 Index
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+4.01%
vs Peers
-1.81%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month -2.49%, YTD 2.20%, 1-year 8.22%, 3-year 14.79%, 5-year 6.87%, 10-year 17.12%.

FSRPX returns trail the peer average of 4.01% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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