FRUAX Mutual Fund

FRUAX Mutual Fund

NAV$24.83
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Returns Overview

1 Month
-2.69%
3 Months
-4.77%
6 Months
+4.18%
YTD
+6.98%
1 Year
+9.21%
3 Years (annualized)
+15.01%
5 Years (annualized)
+11.01%
10 Years (annualized)
+9.45%

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
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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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+8.19%
vs Peers
-1.21%

FRUAX Mutual Fund Performance

FRUAX performance across multiple time periods: 1-month -2.69%, YTD 6.98%, 1-year 9.21%, 3-year 15.01%, 5-year 11.01%, 10-year 9.45%.

FRUAX returns trail the peer average of 8.19% 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.