FAUZX Mutual Fund

FAUZX Mutual Fund

NAV$7.49
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Returns Overview

1 Month
+0.24%
3 Months
+0.55%
6 Months
+1.09%
YTD
+1.34%
1 Year
+3.87%
3 Years (annualized)
+5.07%
5 Years (annualized)
+2.49%
10 Years (annualized)
+1.83%

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
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
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+0.12%
vs Peers
+1.21%

FAUZX Mutual Fund Performance

FAUZX performance across multiple time periods: 1-month 0.24%, YTD 1.34%, 1-year 3.87%, 3-year 5.07%, 5-year 2.49%, 10-year 1.83%.

FAUZX returns outperform the peer average of 0.12% 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.