FSUEX Mutual Fund

FSUEX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-0.99%
3 Months
+0.83%
6 Months
+2.60%
YTD
+3.45%
1 Year
+8.00%
3 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUEX 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

This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+6.99%
vs Peers
-3.54%

FSUEX Mutual Fund Performance

FSUEX performance across multiple time periods: 1-month -0.99%, YTD 3.45%, 1-year 8.00%, 3-year 6.60%.

FSUEX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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