FULSX Mutual Fund

NAV$9.92

Returns Overview

1 Month
+0.51%
3 Months
+7.36%
6 Months
+7.45%
YTD
+7.07%
1 Year
+14.53%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+7.64%
vs Peers
-0.56%

FULSX Mutual Fund Performance

FULSX performance across multiple time periods: 1-month 0.51%, YTD 7.07%, 1-year 14.53%, 3-year 11.83%, 5-year 5.27%.

FULSX returns trail the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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