FUAMX Mutual Fund

FUAMX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
-2.83%
3 Months
-3.83%
6 Months
-4.04%
YTD
-4.63%
1 Year
-3.76%
3 Years (annualized)
+3.10%
5 Years (annualized)
-1.06%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUAMX 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
Bloomberg Barclays US Treasury 5-10 Year Bond Index(^BBU10YTRB)
This Mutual Fund (YTD)
-4.63%
Peer Avg (YTD)
+0.50%
vs Peers
-5.13%

FUAMX Mutual Fund Performance

FUAMX performance across multiple time periods: 1-month -2.83%, YTD -4.63%, 1-year -3.76%, 3-year 3.10%, 5-year -1.06%, 10-year 0.80%.

FUAMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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