FIUIX Mutual Fund

FIUIX Mutual Fund

NAV$32.32
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Returns Overview

1 Month
+4.42%
3 Months
-3.36%
6 Months
-11.55%
YTD
-3.04%
1 Year
-5.19%
3 Years (annualized)
+15.81%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.31%

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)
-3.04%
Peer Avg (YTD)
+6.38%
vs Peers
-9.42%

FIUIX Mutual Fund Performance

FIUIX performance across multiple time periods: 1-month 4.42%, YTD -3.04%, 1-year -5.19%, 3-year 15.81%, 5-year 9.92%, 10-year 9.31%.

FIUIX returns trail the peer average of 6.38% 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.