FSRPX Mutual Fund

NAV$17.43

Returns Overview

1 Month
-1.56%
3 Months
+1.97%
6 Months
+5.69%
YTD
+4.81%
1 Year
+12.82%
3 Years
+18.50%
5 Years
+8.29%
10 Years
+17.34%

Risk Metrics (1-Year)

No risk data available for this ETF

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(NA)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+3.01%
vs Peers
+1.80%

FSRPX Mutual Fund Performance

FSRPX performance across multiple time periods: 1-month -1.56%, YTD 4.81%, 1-year 12.82%, 3-year 18.50%, 5-year 8.29%, 10-year 17.34%.

FSRPX returns outperform the peer average of 3.01% 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.