FSULX Mutual Fund

FSULX Mutual Fund

NAV$11.22
See how much of FSULX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
+0.84%
6 Months
+2.78%
YTD
+3.63%
1 Year
+8.37%
3 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSULX 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)
+3.63%
Peer Avg (YTD)
+6.99%
vs Peers
-3.36%

FSULX Mutual Fund Performance

FSULX performance across multiple time periods: 1-month -0.96%, YTD 3.63%, 1-year 8.37%, 3-year 6.94%.

FSULX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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