FCUCX Mutual Fund

FCUCX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
+0.54%
3 Months
-0.97%
6 Months
-0.10%
YTD
+2.62%
1 Year
+5.26%
3 Years (annualized)
+7.36%
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)
+2.62%
Peer Avg (YTD)
+9.41%
vs Peers
-6.79%

FCUCX Mutual Fund Performance

FCUCX performance across multiple time periods: 1-month 0.54%, YTD 2.62%, 1-year 5.26%, 3-year 7.36%, 5-year 5.70%.

FCUCX returns trail the peer average of 9.41% 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.