FUSRX Mutual Fund

FUSRX Mutual Fund

NAV$4.93
See how much of FUSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.95%
3 Months
+0.01%
6 Months
-1.17%
YTD
-0.54%
1 Year
-0.22%
3 Years (annualized)
+4.90%
5 Years (annualized)
-0.37%
10 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSRX 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)
-0.54%
Peer Avg (YTD)
+1.93%
vs Peers
-2.47%

FUSRX Mutual Fund Performance

FUSRX performance across multiple time periods: 1-month 2.95%, YTD -0.54%, 1-year -0.22%, 3-year 4.90%, 5-year -0.37%, 10-year 0.28%.

FUSRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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