FSUTX Mutual Fund

FSUTX Mutual Fund

NAV$125.46
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Returns Overview

1 Month
-5.57%
3 Months
-14.28%
6 Months
-14.07%
YTD
-9.44%
1 Year
-8.48%
3 Years (annualized)
+14.45%
5 Years (annualized)
+10.06%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSUTX 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
MSCI US IMI/Utilities 25/50
This Mutual Fund (YTD)
-9.44%
Peer Avg (YTD)
+0.92%
vs Peers
-10.36%

FSUTX Mutual Fund Performance

FSUTX performance across multiple time periods: 1-month -5.57%, YTD -9.44%, 1-year -8.48%, 3-year 14.45%, 5-year 10.06%, 10-year 10.79%.

FSUTX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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