FCUIX Mutual Fund

NAV$21.36

Returns Overview

1 Month
+0.14%
3 Months
+7.74%
6 Months
+2.12%
YTD
+2.62%
1 Year
+7.02%
3 Years (annualized)
+9.48%
5 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+9.51%
vs Peers
-6.89%

FCUIX Mutual Fund Performance

FCUIX performance across multiple time periods: 1-month 0.14%, YTD 2.62%, 1-year 7.02%, 3-year 9.48%, 5-year 7.88%.

FCUIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

FCUIX performance comparison shows side-by-side returns with another fund. FCUIX alternatives are available in the Mutual Fund Screener.