FULSX Mutual Fund

FULSX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+1.43%
3 Months
+0.71%
6 Months
+3.47%
YTD
+7.29%
1 Year
+12.39%
3 Years (annualized)
+11.99%
5 Years (annualized)
+4.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULSX 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 Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+8.76%
vs Peers
-1.47%

FULSX Mutual Fund Performance

FULSX performance across multiple time periods: 1-month 1.43%, YTD 7.29%, 1-year 12.39%, 3-year 11.99%, 5-year 4.96%.

FULSX returns trail the peer average of 8.76% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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