FIUIX Mutual Fund

FIUIX Mutual Fund

NAV$33.10
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Returns Overview

1 Month
-3.11%
3 Months
-8.48%
6 Months
-0.08%
YTD
+1.75%
1 Year
+0.85%
3 Years (annualized)
+15.64%
5 Years (annualized)
+10.76%
10 Years (annualized)
+9.09%

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)
+1.75%
Peer Avg (YTD)
+8.19%
vs Peers
-6.44%

FIUIX Mutual Fund Performance

FIUIX performance across multiple time periods: 1-month -3.11%, YTD 1.75%, 1-year 0.85%, 3-year 15.64%, 5-year 10.76%, 10-year 9.09%.

FIUIX returns trail the peer average of 8.19% 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.