FUSAX Mutual Fund

FUSAX Mutual Fund

NAV$4.92
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Returns Overview

1 Month
-3.25%
3 Months
-4.17%
6 Months
-3.88%
YTD
-3.20%
1 Year
-1.96%
3 Years (annualized)
+3.79%
5 Years (annualized)
+0.06%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSAX 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
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-3.20%
Peer Avg (YTD)
+0.50%
vs Peers
-3.70%

FUSAX Mutual Fund Performance

FUSAX performance across multiple time periods: 1-month -3.25%, YTD -3.20%, 1-year -1.96%, 3-year 3.79%, 5-year 0.06%, 10-year 0.80%.

FUSAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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