FUSRX Mutual Fund

FUSRX Mutual Fund

NAV$4.87
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Returns Overview

1 Month
+0.20%
3 Months
-1.24%
6 Months
-2.57%
YTD
-0.36%
1 Year
+1.45%
3 Years (annualized)
+3.29%
5 Years (annualized)
-0.43%
10 Years (annualized)
+0.34%

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
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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
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
+2.15%
vs Peers
-2.51%

FUSRX Mutual Fund Performance

FUSRX performance across multiple time periods: 1-month 0.20%, YTD -0.36%, 1-year 1.45%, 3-year 3.29%, 5-year -0.43%, 10-year 0.34%.

FUSRX returns trail the peer average of 2.15% 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.