FSUTX Mutual Fund

NAV$138.79

Returns Overview

1 Month
-0.34%
3 Months
-2.30%
6 Months
+5.49%
YTD
+3.92%
1 Year
+13.82%
3 Years (annualized)
+16.70%
5 Years (annualized)
+13.23%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+10.15%
vs Peers
-6.23%

FSUTX Mutual Fund Performance

FSUTX performance across multiple time periods: 1-month -0.34%, YTD 3.92%, 1-year 13.82%, 3-year 16.70%, 5-year 13.23%, 10-year 10.96%.

FSUTX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.64%, 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.