FSUTX Mutual Fund

NAV$144.34

Returns Overview

1 Month
+10.59%
3 Months
+5.77%
6 Months
+16.66%
YTD
+9.96%
1 Year
+24.32%
3 Years
+20.84%
5 Years
+16.34%
10 Years
+13.27%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSUTX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI US IMI/Utilities 25/50(NA)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+10.42%
vs Peers
-0.46%

FSUTX Mutual Fund Performance

FSUTX performance across multiple time periods: 1-month 10.59%, YTD 9.96%, 1-year 24.32%, 3-year 20.84%, 5-year 16.34%, 10-year 13.27%.

FSUTX returns trail the peer average of 10.42% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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