FKUTX Mutual Fund

FKUTX Mutual Fund

NAV$24.00
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Returns Overview

1 Month
-5.65%
3 Months
-12.51%
6 Months
-12.50%
YTD
-5.00%
1 Year
-4.97%
3 Years (annualized)
+13.68%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUTX 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)
-5.00%
Peer Avg (YTD)
+0.92%
vs Peers
-5.91%

FKUTX Mutual Fund Performance

FKUTX performance across multiple time periods: 1-month -5.65%, YTD -5.00%, 1-year -4.97%, 3-year 13.68%, 5-year 8.02%, 10-year 8.84%.

FKUTX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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