FSRTX Mutual Fund

NAV$9.39

Returns Overview

1 Month
+0.75%
3 Months
-1.05%
6 Months
+1.62%
YTD
+6.10%
1 Year
+12.11%
3 Years (annualized)
+8.46%
5 Years (annualized)
+5.44%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSRTX 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)
+6.10%
Peer Avg (YTD)
+4.14%
vs Peers
+1.96%

FSRTX Mutual Fund Performance

FSRTX performance across multiple time periods: 1-month 0.75%, YTD 6.10%, 1-year 12.11%, 3-year 8.46%, 5-year 5.44%, 10-year 5.04%.

FSRTX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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