FSUDX Mutual Fund

FSUDX Mutual Fund

NAV$10.90
See how much of FSUDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
-0.50%
6 Months
+0.40%
YTD
+3.16%
1 Year
+3.75%
3 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+14.77%
vs Peers
-11.61%

FSUDX Mutual Fund Performance

FSUDX performance across multiple time periods: 1-month 0.34%, YTD 3.16%, 1-year 3.75%, 3-year 8.19%.

FSUDX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

FSUDX vs another fund shows side-by-side returns. FSUDX alternatives are available in the Mutual Fund Screener.