FULSX Mutual Fund

FULSX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.21%
3 Months
-0.51%
6 Months
+0.81%
YTD
+5.24%
1 Year
+6.58%
3 Years (annualized)
+13.44%
5 Years (annualized)
+4.48%

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)
+5.24%
Peer Avg (YTD)
+6.70%
vs Peers
-1.46%

FULSX Mutual Fund Performance

FULSX performance across multiple time periods: 1-month 0.21%, YTD 5.24%, 1-year 6.58%, 3-year 13.44%, 5-year 4.48%.

FULSX returns trail the peer average of 6.70% 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.