FKUQX Mutual Fund

FKUQX Mutual Fund

NAV$23.99
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Returns Overview

1 Month
-5.64%
3 Months
-12.54%
6 Months
-12.56%
YTD
-5.07%
1 Year
-5.07%
3 Years (annualized)
+15.22%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUQX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-5.07%
Peer Avg (YTD)
+0.92%
vs Peers
-5.99%

FKUQX Mutual Fund Performance

FKUQX performance across multiple time periods: 1-month -5.64%, YTD -5.07%, 1-year -5.07%, 3-year 15.22%, 5-year 8.90%, 10-year 9.17%.

FKUQX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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