FRUAX Mutual Fund

FRUAX Mutual Fund

NAV$25.37
See how much of FRUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.08%
3 Months
-1.02%
6 Months
-5.74%
YTD
+4.68%
1 Year
+3.56%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.28%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRUAX 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)
+4.68%
Peer Avg (YTD)
+6.38%
vs Peers
-1.70%

FRUAX Mutual Fund Performance

FRUAX performance across multiple time periods: 1-month 10.08%, YTD 4.68%, 1-year 3.56%, 3-year 17.03%, 5-year 9.28%, 10-year 9.25%.

FRUAX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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