FSUVX Mutual Fund

FSUVX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
+3.72%
3 Months
+5.17%
6 Months
+6.44%
YTD
+8.92%
1 Year
+14.02%
3 Years (annualized)
+14.09%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.27%

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
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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
Fidelity US Low Volatility Focus Index
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+9.41%
vs Peers
-0.50%

FSUVX Mutual Fund Performance

FSUVX performance across multiple time periods: 1-month 3.72%, YTD 8.92%, 1-year 14.02%, 3-year 14.09%, 5-year 9.13%, 10-year 11.27%.

FSUVX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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