FSUMX Mutual Fund

NAV$18.04

Returns Overview

1 Month
-2.12%
3 Months
+4.22%
6 Months
+7.00%
YTD
+9.07%
1 Year
+28.92%
3 Years (annualized)
+22.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUMX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+9.51%
vs Peers
-0.44%

FSUMX Mutual Fund Performance

FSUMX performance across multiple time periods: 1-month -2.12%, YTD 9.07%, 1-year 28.92%, 3-year 22.79%.

FSUMX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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