FSUGX Mutual Fund

FSUGX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-1.33%
3 Months
-1.17%
6 Months
-1.46%
YTD
-1.30%
1 Year
+2.04%
3 Years (annualized)
+3.35%
5 Years (annualized)
-0.33%
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
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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

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+0.12%
vs Peers
-1.42%

FSUGX Mutual Fund Performance

FSUGX performance across multiple time periods: 1-month -1.33%, YTD -1.30%, 1-year 2.04%, 3-year 3.35%, 5-year -0.33%, 10-year 1.16%.

FSUGX returns trail the peer average of 0.12% 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.