FUSIX Mutual Fund

FUSIX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
-1.72%
3 Months
-3.03%
6 Months
+1.01%
YTD
+7.24%
1 Year
+11.69%
3 Years (annualized)
+19.54%
5 Years (annualized)
+7.89%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+14.04%
vs Peers
-6.80%

FUSIX Mutual Fund Performance

FUSIX performance across multiple time periods: 1-month -1.72%, YTD 7.24%, 1-year 11.69%, 3-year 19.54%, 5-year 7.89%, 10-year 9.66%.

FUSIX returns trail the peer average of 14.04% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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