FUTBX Mutual Fund

FUTBX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
+0.27%
3 Months
-0.60%
6 Months
-2.55%
YTD
-1.12%
1 Year
+0.38%
3 Years (annualized)
+2.84%
5 Years (annualized)
-1.03%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUTBX 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 US Treasury Index
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+2.15%
vs Peers
-3.27%

FUTBX Mutual Fund Performance

FUTBX performance across multiple time periods: 1-month 0.27%, YTD -1.12%, 1-year 0.38%, 3-year 2.84%, 5-year -1.03%, 10-year 0.93%.

FUTBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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