FRUAX Mutual Fund

NAV$25.27

Returns Overview

1 Month
+2.72%
3 Months
+0.04%
6 Months
+9.94%
YTD
+8.68%
1 Year
+17.01%
3 Years (annualized)
+15.37%
5 Years (annualized)
+11.37%
10 Years (annualized)
+9.20%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+10.15%
vs Peers
-1.46%

FRUAX Mutual Fund Performance

FRUAX performance across multiple time periods: 1-month 2.72%, YTD 8.68%, 1-year 17.01%, 3-year 15.37%, 5-year 11.37%, 10-year 9.20%.

FRUAX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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