FCUEX Mutual Fund

FCUEX Mutual Fund

NAV$20.89
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Returns Overview

1 Month
+0.63%
3 Months
-0.72%
6 Months
+0.34%
YTD
+3.18%
1 Year
+6.21%
3 Years (annualized)
+8.34%
5 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUEX 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)
+3.18%
Peer Avg (YTD)
+9.41%
vs Peers
-6.24%

FCUEX Mutual Fund Performance

FCUEX performance across multiple time periods: 1-month 0.63%, YTD 3.18%, 1-year 6.21%, 3-year 8.34%, 5-year 6.58%.

FCUEX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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