FRURX Mutual Fund

FRURX Mutual Fund

NAV$23.95
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Returns Overview

1 Month
-2.75%
3 Months
-4.92%
6 Months
+3.92%
YTD
+6.67%
1 Year
+8.66%
3 Years (annualized)
+14.44%
5 Years (annualized)
+10.45%
10 Years (annualized)
+8.91%

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
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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)
+6.67%
Peer Avg (YTD)
+8.19%
vs Peers
-1.52%

FRURX Mutual Fund Performance

FRURX performance across multiple time periods: 1-month -2.75%, YTD 6.67%, 1-year 8.66%, 3-year 14.44%, 5-year 10.45%, 10-year 8.91%.

FRURX returns trail the peer average of 8.19% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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