FKUQX Mutual Fund

FKUQX Mutual Fund

NAV$25.15
See how much of FKUQX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.73%
3 Months
-4.86%
6 Months
+4.02%
YTD
+6.81%
1 Year
+8.92%
3 Years (annualized)
+14.72%
5 Years (annualized)
+10.73%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUQX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+8.19%
vs Peers
-1.38%

FKUQX Mutual Fund Performance

FKUQX performance across multiple time periods: 1-month -2.73%, YTD 6.81%, 1-year 8.92%, 3-year 14.72%, 5-year 10.73%, 10-year 9.17%.

FKUQX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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