FSIUX Mutual Fund

FSIUX Mutual Fund

NAV$29.24
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Returns Overview

1 Month
+2.26%
3 Months
+4.12%
6 Months
+6.15%
YTD
+9.06%
1 Year
+17.71%
3 Years (annualized)
+13.26%
5 Years (annualized)
+9.57%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+11.41%
vs Peers
-2.35%

FSIUX Mutual Fund Performance

FSIUX performance across multiple time periods: 1-month 2.26%, YTD 9.06%, 1-year 17.71%, 3-year 13.26%, 5-year 9.57%, 10-year 8.22%.

FSIUX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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