FAUZX Mutual Fund

FAUZX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
+0.32%
3 Months
+0.64%
6 Months
+1.05%
YTD
+1.66%
1 Year
+3.50%
3 Years (annualized)
+5.02%
5 Years (annualized)
+2.60%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAUZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+2.15%
vs Peers
-0.49%

FAUZX Mutual Fund Performance

FAUZX performance across multiple time periods: 1-month 0.32%, YTD 1.66%, 1-year 3.50%, 3-year 5.02%, 5-year 2.60%, 10-year 1.87%.

FAUZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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