FSIUX Mutual Fund

FSIUX Mutual Fund

NAV$28.71
See how much of FSIUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.73%
3 Months
-0.06%
6 Months
+5.52%
YTD
+6.58%
1 Year
+10.48%
3 Years (annualized)
+14.92%
5 Years (annualized)
+10.19%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+10.00%
vs Peers
-3.41%

FSIUX Mutual Fund Performance

FSIUX performance across multiple time periods: 1-month -3.73%, YTD 6.58%, 1-year 10.48%, 3-year 14.92%, 5-year 10.19%, 10-year 8.92%.

FSIUX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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