FCUCX Mutual Fund

FCUCX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
+3.02%
3 Months
+0.39%
6 Months
-0.58%
YTD
+3.02%
1 Year
+2.22%
3 Years (annualized)
+10.35%
5 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUCX 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 Index(SPX)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+9.28%
vs Peers
-6.25%

FCUCX Mutual Fund Performance

FCUCX performance across multiple time periods: 1-month 3.02%, YTD 3.02%, 1-year 2.22%, 3-year 10.35%, 5-year 5.70%.

FCUCX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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