FSUFX Mutual Fund

FSUFX Mutual Fund

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Returns Overview

1 Month
+0.87%
3 Months
+0.12%
6 Months
+1.61%
YTD
+3.98%
1 Year
+6.84%
3 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUFX 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)
+3.98%
Peer Avg (YTD)
+8.76%
vs Peers
-4.78%

FSUFX Mutual Fund Performance

FSUFX performance across multiple time periods: 1-month 0.87%, YTD 3.98%, 1-year 6.84%, 3-year 6.52%.

FSUFX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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