FSUGX Mutual Fund

FSUGX Mutual Fund

NAV$11.41
See how much of FSUGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.66%
3 Months
-0.14%
6 Months
-0.96%
YTD
-1.44%
1 Year
-0.99%
3 Years (annualized)
+4.83%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUGX 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

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.44%
Peer Avg (YTD)
+1.93%
vs Peers
-3.37%

FSUGX Mutual Fund Performance

FSUGX performance across multiple time periods: 1-month 2.66%, YTD -1.44%, 1-year -0.99%, 3-year 4.83%, 5-year -0.24%, 10-year 1.16%.

FSUGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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