FFUZX Mutual Fund

FFUZX Mutual Fund

NAV$125.44
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Returns Overview

1 Month
-5.57%
3 Months
-14.27%
6 Months
-14.04%
YTD
-9.40%
1 Year
+5.49%
3 Years (annualized)
+14.82%
5 Years (annualized)
+12.16%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUZX 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)
-9.40%
Peer Avg (YTD)
+0.92%
vs Peers
-10.31%

FFUZX Mutual Fund Performance

FFUZX performance across multiple time periods: 1-month -5.57%, YTD -9.40%, 1-year 5.49%, 3-year 14.82%, 5-year 12.16%, 10-year 10.79%.

FFUZX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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