FUTBX Mutual Fund

FUTBX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-1.11%
3 Months
-0.97%
6 Months
-1.27%
YTD
-1.39%
1 Year
+1.24%
3 Years (annualized)
+2.57%
5 Years (annualized)
-1.12%
10 Years (annualized)
+0.84%

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
PROUpgrade to run
🏦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)
-1.39%
Peer Avg (YTD)
+0.12%
vs Peers
-1.51%

FUTBX Mutual Fund Performance

FUTBX performance across multiple time periods: 1-month -1.11%, YTD -1.39%, 1-year 1.24%, 3-year 2.57%, 5-year -1.12%, 10-year 0.84%.

FUTBX returns trail the peer average of 0.12% 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.