FIURX Mutual Fund

FIURX Mutual Fund

NAV$21.00
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Returns Overview

1 Month
+0.10%
3 Months
-0.61%
6 Months
-15.51%
YTD
-14.55%
1 Year
-12.05%
3 Years (annualized)
-4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIURX 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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
-14.55%
Peer Avg (YTD)
+8.11%
vs Peers
-22.66%

FIURX Mutual Fund Performance

FIURX performance across multiple time periods: 1-month 0.10%, YTD -14.55%, 1-year -12.05%, 3-year -4.61%.

FIURX returns trail the peer average of 8.11% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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