FUTBX Mutual Fund

FUTBX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
+2.02%
3 Months
+0.08%
6 Months
-0.90%
YTD
-1.31%
1 Year
-1.15%
3 Years (annualized)
+3.99%
5 Years (annualized)
-0.84%
10 Years (annualized)
+1.03%

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)
-1.31%
Peer Avg (YTD)
+1.93%
vs Peers
-3.24%

FUTBX Mutual Fund Performance

FUTBX performance across multiple time periods: 1-month 2.02%, YTD -1.31%, 1-year -1.15%, 3-year 3.99%, 5-year -0.84%, 10-year 1.03%.

FUTBX returns trail the peer average of 1.93% 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.