FIUIX Mutual Fund

FIUIX Mutual Fund

NAV$33.66
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Returns Overview

1 Month
-0.77%
3 Months
-3.12%
6 Months
+5.02%
YTD
+3.55%
1 Year
+8.02%
3 Years (annualized)
+16.98%
5 Years (annualized)
+12.15%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIUIX 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
PROUpgrade to run
🏦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
Russell 3000 Telecom and Utilities Select Index
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+10.15%
vs Peers
-6.59%

FIUIX Mutual Fund Performance

FIUIX performance across multiple time periods: 1-month -0.77%, YTD 3.55%, 1-year 8.02%, 3-year 16.98%, 5-year 12.15%, 10-year 10.24%.

FIUIX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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