FCUPX Mutual Fund

FCUPX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
-2.44%
3 Months
-1.73%
6 Months
+5.86%
YTD
+0.89%
1 Year
-0.43%
3 Years (annualized)
+9.14%
5 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+9.98%
vs Peers
-9.09%

FCUPX Mutual Fund Performance

FCUPX performance across multiple time periods: 1-month -2.44%, YTD 0.89%, 1-year -0.43%, 3-year 9.14%, 5-year 6.90%.

FCUPX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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