FSXUX Mutual Fund

FSXUX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
+1.85%
3 Months
+1.16%
6 Months
+6.02%
YTD
+10.02%
1 Year
+16.95%
3 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+8.76%
vs Peers
+1.26%

FSXUX Mutual Fund Performance

FSXUX performance across multiple time periods: 1-month 1.85%, YTD 10.02%, 1-year 16.95%, 3-year 15.05%.

FSXUX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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