FUSIX Mutual Fund

FUSIX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
+0.73%
3 Months
+4.17%
6 Months
+6.06%
YTD
+10.60%
1 Year
+23.33%
3 Years (annualized)
+16.64%
5 Years (annualized)
+8.91%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+10.67%
vs Peers
-0.07%

FUSIX Mutual Fund Performance

FUSIX performance across multiple time periods: 1-month 0.73%, YTD 10.60%, 1-year 23.33%, 3-year 16.64%, 5-year 8.91%, 10-year 9.90%.

FUSIX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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