FRURX Mutual Fund

NAV$24.78

Returns Overview

1 Month
+2.68%
3 Months
-0.08%
6 Months
+9.69%
YTD
+8.41%
1 Year
+16.44%
3 Years (annualized)
+14.62%
5 Years (annualized)
+10.74%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRURX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+10.15%
vs Peers
-1.74%

FRURX Mutual Fund Performance

FRURX performance across multiple time periods: 1-month 2.68%, YTD 8.41%, 1-year 16.44%, 3-year 14.62%, 5-year 10.74%, 10-year 8.61%.

FRURX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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