FIUIX Mutual Fund

FIUIX Mutual Fund

NAV$32.21
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Returns Overview

1 Month
-5.36%
3 Months
-10.33%
6 Months
-13.13%
YTD
-7.14%
1 Year
-8.40%
3 Years (annualized)
+15.52%
5 Years (annualized)
+9.94%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIUIX 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
PROUpgrade to run
🏦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
Russell 3000 Telecom and Utilities Select Index
This Mutual Fund (YTD)
-7.14%
Peer Avg (YTD)
+0.92%
vs Peers
-8.06%

FIUIX Mutual Fund Performance

FIUIX performance across multiple time periods: 1-month -5.36%, YTD -7.14%, 1-year -8.40%, 3-year 15.52%, 5-year 9.94%, 10-year 9.36%.

FIUIX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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