FUSCX Mutual Fund

FUSCX Mutual Fund

NAV$5.93
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Returns Overview

1 Month
-3.80%
3 Months
-4.95%
6 Months
-4.79%
YTD
-4.52%
1 Year
-3.60%
3 Years (annualized)
+3.13%
5 Years (annualized)
-1.21%
10 Years (annualized)
-0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSCX 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 Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
-4.52%
Peer Avg (YTD)
+0.50%
vs Peers
-5.02%

FUSCX Mutual Fund Performance

FUSCX performance across multiple time periods: 1-month -3.80%, YTD -4.52%, 1-year -3.60%, 3-year 3.13%, 5-year -1.21%, 10-year -0.17%.

FUSCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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