FFUCX Mutual Fund

FFUCX Mutual Fund

NAV$125.33
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Returns Overview

1 Month
-5.65%
3 Months
-14.51%
6 Months
-14.52%
YTD
-10.14%
1 Year
+4.34%
3 Years (annualized)
+13.62%
5 Years (annualized)
+10.99%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUCX 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)
-10.14%
Peer Avg (YTD)
+0.92%
vs Peers
-11.06%

FFUCX Mutual Fund Performance

FFUCX performance across multiple time periods: 1-month -5.65%, YTD -10.14%, 1-year 4.34%, 3-year 13.62%, 5-year 10.99%, 10-year 9.64%.

FFUCX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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