FFUIX Mutual Fund

FFUIX Mutual Fund

NAV$119.49
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Returns Overview

1 Month
-5.51%
3 Months
-7.57%
6 Months
-12.81%
YTD
-2.45%
1 Year
+5.39%
3 Years (annualized)
+14.76%
5 Years (annualized)
+12.10%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFUIX 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)
-2.45%
Peer Avg (YTD)
+8.08%
vs Peers
-10.53%

FFUIX Mutual Fund Performance

FFUIX performance across multiple time periods: 1-month -5.51%, YTD -2.45%, 1-year 5.39%, 3-year 14.76%, 5-year 12.10%, 10-year 10.74%.

FFUIX returns trail the peer average of 8.08% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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