FSTUX Mutual Fund

NAV$29.43

Returns Overview

1 Month
+2.70%
3 Months
+5.52%
6 Months
+7.38%
YTD
+6.50%
1 Year
+15.72%
3 Years (annualized)
+11.80%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSTUX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+9.49%
vs Peers
-2.99%

FSTUX Mutual Fund Performance

FSTUX performance across multiple time periods: 1-month 2.70%, YTD 6.50%, 1-year 15.72%, 3-year 11.80%, 5-year 8.79%, 10-year 8.08%.

FSTUX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

FSTUX performance comparison shows side-by-side returns with another fund. FSTUX alternatives are available in the Mutual Fund Screener.