FTUAX Mutual Fund

FTUAX Mutual Fund

NAV$68.82
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Returns Overview

1 Month
-1.74%
3 Months
-3.82%
6 Months
+3.56%
YTD
+12.69%
1 Year
+11.97%
3 Years (annualized)
+19.87%
5 Years (annualized)
+4.16%
10 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTUAX 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
MSCI US IM Telecommunication Services 25-50 Index
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+4.46%
vs Peers
+8.22%

FTUAX Mutual Fund Performance

FTUAX performance across multiple time periods: 1-month -1.74%, YTD 12.69%, 1-year 11.97%, 3-year 19.87%, 5-year 4.16%, 10-year 5.94%.

FTUAX returns outperform the peer average of 4.46% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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