FCUPX Mutual Fund

FCUPX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
+3.14%
3 Months
+0.67%
6 Months
+0.05%
YTD
+4.06%
1 Year
+3.49%
3 Years (annualized)
+11.70%
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)
+4.06%
Peer Avg (YTD)
+9.28%
vs Peers
-5.22%

FCUPX Mutual Fund Performance

FCUPX performance across multiple time periods: 1-month 3.14%, YTD 4.06%, 1-year 3.49%, 3-year 11.70%, 5-year 6.90%.

FCUPX returns trail the peer average of 9.28% 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.