FSUOX Mutual Fund

FSUOX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+0.98%
3 Months
+0.34%
6 Months
+2.19%
YTD
+4.65%
1 Year
+7.70%
3 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUOX 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)
+4.65%
Peer Avg (YTD)
+8.76%
vs Peers
-4.11%

FSUOX Mutual Fund Performance

FSUOX performance across multiple time periods: 1-month 0.98%, YTD 4.65%, 1-year 7.70%, 3-year 7.63%.

FSUOX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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