FFUMX Mutual Fund

FFUMX Mutual Fund

NAV$125.40
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Returns Overview

1 Month
-5.61%
3 Months
-14.40%
6 Months
-14.31%
YTD
-9.81%
1 Year
+4.86%
3 Years (annualized)
+14.18%
5 Years (annualized)
+11.54%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUMX 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
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📉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)
-9.81%
Peer Avg (YTD)
+0.92%
vs Peers
-10.72%

FFUMX Mutual Fund Performance

FFUMX performance across multiple time periods: 1-month -5.61%, YTD -9.81%, 1-year 4.86%, 3-year 14.18%, 5-year 11.54%, 10-year 10.19%.

FFUMX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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