FFUAX Mutual Fund

FFUAX Mutual Fund

NAV$129.10
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Returns Overview

1 Month
+9.18%
3 Months
-2.62%
6 Months
-9.88%
YTD
-1.34%
1 Year
-3.93%
3 Years (annualized)
+14.47%
5 Years (annualized)
+11.82%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUAX 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
MSCI US IMI Utilities 25-50 Index
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
+6.38%
vs Peers
-7.72%

FFUAX Mutual Fund Performance

FFUAX performance across multiple time periods: 1-month 9.18%, YTD -1.34%, 1-year -3.93%, 3-year 14.47%, 5-year 11.82%, 10-year 10.46%.

FFUAX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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