FFUCX Mutual Fund

FFUCX Mutual Fund

NAV$129.36
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Returns Overview

1 Month
+9.12%
3 Months
-2.80%
6 Months
-10.22%
YTD
-1.95%
1 Year
-4.65%
3 Years (annualized)
+13.62%
5 Years (annualized)
+10.99%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUCX 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)
-1.95%
Peer Avg (YTD)
+6.38%
vs Peers
-8.32%

FFUCX Mutual Fund Performance

FFUCX performance across multiple time periods: 1-month 9.12%, YTD -1.95%, 1-year -4.65%, 3-year 13.62%, 5-year 10.99%, 10-year 9.64%.

FFUCX returns trail the peer average of 6.38% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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