FUSIX Mutual Fund

FUSIX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-2.75%
3 Months
-0.61%
6 Months
+9.19%
YTD
+9.12%
1 Year
+14.65%
3 Years (annualized)
+18.61%
5 Years (annualized)
+8.72%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUSIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+7.91%
vs Peers
+1.21%

FUSIX Mutual Fund Performance

FUSIX performance across multiple time periods: 1-month -2.75%, YTD 9.12%, 1-year 14.65%, 3-year 18.61%, 5-year 8.72%, 10-year 10.04%.

FUSIX returns outperform the peer average of 7.91% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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