FRUAX Mutual Fund

FRUAX Mutual Fund

NAV$24.32
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Returns Overview

1 Month
-5.63%
3 Months
-12.50%
6 Months
-12.46%
YTD
-4.91%
1 Year
-4.84%
3 Years (annualized)
+15.52%
5 Years (annualized)
+9.17%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRUAX 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
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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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-4.91%
Peer Avg (YTD)
+0.92%
vs Peers
-5.82%

FRUAX Mutual Fund Performance

FRUAX performance across multiple time periods: 1-month -5.63%, YTD -4.91%, 1-year -4.84%, 3-year 15.52%, 5-year 9.17%, 10-year 9.42%.

FRUAX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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