FCUEX Mutual Fund

FCUEX Mutual Fund

NAV$20.93
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Returns Overview

1 Month
-2.45%
3 Months
-1.84%
6 Months
+5.68%
YTD
+0.65%
1 Year
-0.82%
3 Years (annualized)
+8.76%
5 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+9.98%
vs Peers
-9.34%

FCUEX Mutual Fund Performance

FCUEX performance across multiple time periods: 1-month -2.45%, YTD 0.65%, 1-year -0.82%, 3-year 8.76%, 5-year 6.23%.

FCUEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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