FCUDX Mutual Fund

FCUDX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
+0.67%
3 Months
-0.62%
6 Months
+0.53%
YTD
+3.41%
1 Year
+6.58%
3 Years (annualized)
+8.68%
5 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUDX 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
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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)
+3.41%
Peer Avg (YTD)
+9.41%
vs Peers
-6.00%

FCUDX Mutual Fund Performance

FCUDX performance across multiple time periods: 1-month 0.67%, YTD 3.41%, 1-year 6.58%, 3-year 8.68%, 5-year 6.90%.

FCUDX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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