FSUGX Mutual Fund

FSUGX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-3.10%
3 Months
-4.02%
6 Months
-3.84%
YTD
-3.99%
1 Year
-2.97%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUGX 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 Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-3.99%
Peer Avg (YTD)
+0.50%
vs Peers
-4.49%

FSUGX Mutual Fund Performance

FSUGX performance across multiple time periods: 1-month -3.10%, YTD -3.99%, 1-year -2.97%, 3-year 3.69%, 5-year -0.23%, 10-year 1.16%.

FSUGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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