FSUVX Mutual Fund

NAV$25.35

Returns Overview

1 Month
-1.24%
3 Months
+6.60%
6 Months
+4.87%
YTD
+5.01%
1 Year
+9.93%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.18%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUVX 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

Benchmark
Fidelity US Low Volatility Focus Index
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+9.51%
vs Peers
-4.50%

FSUVX Mutual Fund Performance

FSUVX performance across multiple time periods: 1-month -1.24%, YTD 5.01%, 1-year 9.93%, 3-year 13.07%, 5-year 9.18%, 10-year 11.02%.

FSUVX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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