FCUIX Mutual Fund

FCUIX Mutual Fund

NAV$20.81
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Returns Overview

1 Month
+0.05%
3 Months
+0.87%
6 Months
+0.77%
YTD
+3.36%
1 Year
+2.97%
3 Years (annualized)
+9.05%
5 Years (annualized)
+6.49%

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
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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)
+3.36%
Peer Avg (YTD)
+11.21%
vs Peers
-7.85%

FCUIX Mutual Fund Performance

FCUIX performance across multiple time periods: 1-month 0.05%, YTD 3.36%, 1-year 2.97%, 3-year 9.05%, 5-year 6.49%.

FCUIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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