FSIUX Mutual Fund

NAV$29.03

Returns Overview

1 Month
+2.72%
3 Months
+5.58%
6 Months
+7.54%
YTD
+6.65%
1 Year
+16.02%
3 Years (annualized)
+12.08%
5 Years (annualized)
+9.08%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+9.49%
vs Peers
-2.84%

FSIUX Mutual Fund Performance

FSIUX performance across multiple time periods: 1-month 2.72%, YTD 6.65%, 1-year 16.02%, 3-year 12.08%, 5-year 9.08%, 10-year 8.09%.

FSIUX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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