FFUAX Mutual Fund

FFUAX Mutual Fund

NAV$125.41
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Returns Overview

1 Month
-5.59%
3 Months
-14.35%
6 Months
-14.19%
YTD
-9.64%
1 Year
+5.12%
3 Years (annualized)
+14.47%
5 Years (annualized)
+11.82%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUAX 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
MSCI US IMI Utilities 25-50 Index
This Mutual Fund (YTD)
-9.64%
Peer Avg (YTD)
+0.92%
vs Peers
-10.55%

FFUAX Mutual Fund Performance

FFUAX performance across multiple time periods: 1-month -5.59%, YTD -9.64%, 1-year 5.12%, 3-year 14.47%, 5-year 11.82%, 10-year 10.46%.

FFUAX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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