FCUPX Mutual Fund

FCUPX Mutual Fund

NAV$20.92
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Returns Overview

1 Month
+0.67%
3 Months
-0.62%
6 Months
+0.53%
YTD
+3.36%
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 FCUPX 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)
+9.41%
vs Peers
-6.05%

FCUPX Mutual Fund Performance

FCUPX performance across multiple time periods: 1-month 0.67%, YTD 3.36%, 1-year 6.58%, 3-year 8.68%, 5-year 6.90%.

FCUPX 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.

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