FUSGX Mutual Fund

FUSGX Mutual Fund

NAV$5.93
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Returns Overview

1 Month
-3.74%
3 Months
-4.77%
6 Months
-4.27%
YTD
-3.98%
1 Year
-2.71%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSGX 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 Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
-3.98%
Peer Avg (YTD)
+0.50%
vs Peers
-4.48%

FUSGX Mutual Fund Performance

FUSGX performance across multiple time periods: 1-month -3.74%, YTD -3.98%, 1-year -2.71%, 3-year 3.92%, 5-year -0.42%, 10-year 0.72%.

FUSGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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