FSUTX Mutual Fund

FSUTX Mutual Fund

NAV$130.77
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Returns Overview

1 Month
-3.95%
3 Months
-7.40%
6 Months
+2.06%
YTD
+3.26%
1 Year
+5.43%
3 Years (annualized)
+14.79%
5 Years (annualized)
+12.13%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUTX 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
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📉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
MSCI US IMI/Utilities 25/50
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+8.19%
vs Peers
-4.93%

FSUTX Mutual Fund Performance

FSUTX performance across multiple time periods: 1-month -3.95%, YTD 3.26%, 1-year 5.43%, 3-year 14.79%, 5-year 12.13%, 10-year 10.77%.

FSUTX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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