FUSIX Mutual Fund

NAV$16.90

Returns Overview

1 Month
+1.11%
3 Months
+9.87%
6 Months
+10.74%
YTD
+9.79%
1 Year
+20.20%
3 Years (annualized)
+17.28%
5 Years (annualized)
+9.04%
10 Years (annualized)
+10.24%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+8.61%
vs Peers
+1.19%

FUSIX Mutual Fund Performance

FUSIX performance across multiple time periods: 1-month 1.11%, YTD 9.79%, 1-year 20.20%, 3-year 17.28%, 5-year 9.04%, 10-year 10.24%.

FUSIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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