FSUJX Mutual Fund

FSUJX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+0.97%
3 Months
+0.30%
6 Months
+2.12%
YTD
+4.57%
1 Year
+7.81%
3 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUJX 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

This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+8.76%
vs Peers
-4.19%

FSUJX Mutual Fund Performance

FSUJX performance across multiple time periods: 1-month 0.97%, YTD 4.57%, 1-year 7.81%, 3-year 7.50%.

FSUJX 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.

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