FSUFX Mutual Fund

FSUFX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+0.27%
3 Months
-0.74%
6 Months
-0.10%
YTD
+2.32%
1 Year
+2.95%
3 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUFX 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)
+2.32%
Peer Avg (YTD)
+14.77%
vs Peers
-12.45%

FSUFX Mutual Fund Performance

FSUFX performance across multiple time periods: 1-month 0.27%, YTD 2.32%, 1-year 2.95%, 3-year 7.27%.

FSUFX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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