FSUDX Mutual Fund

FSUDX Mutual Fund

NAV$11.03
See how much of FSUDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.97%
3 Months
+0.39%
6 Months
+2.21%
YTD
+4.68%
1 Year
+7.69%
3 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+8.76%
vs Peers
-4.08%

FSUDX Mutual Fund Performance

FSUDX performance across multiple time periods: 1-month 0.97%, YTD 4.68%, 1-year 7.69%, 3-year 7.45%.

FSUDX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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