FUSAX Mutual Fund

FUSAX Mutual Fund

NAV$4.89
See how much of FUSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
-1.15%
6 Months
-2.35%
YTD
-0.25%
1 Year
+1.92%
3 Years (annualized)
+3.79%
5 Years (annualized)
+0.06%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+2.15%
vs Peers
-2.41%

FUSAX Mutual Fund Performance

FUSAX performance across multiple time periods: 1-month 0.20%, YTD -0.25%, 1-year 1.92%, 3-year 3.79%, 5-year 0.06%, 10-year 0.80%.

FUSAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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