FSUNX Mutual Fund

NAV$10.09

Returns Overview

1 Month
-0.10%
3 Months
-0.63%
6 Months
+0.38%
YTD
+0.38%
1 Year
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+7.21%
vs Peers
-6.84%

FSUNX Mutual Fund Performance

FSUNX performance across multiple time periods: 1-month -0.10%, YTD 0.38%, 1-year 3.92%.

FSUNX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

FSUNX performance comparison shows side-by-side returns with another fund. FSUNX alternatives are available in the Mutual Fund Screener.