FTUAX Mutual Fund

NAV$66.99

Returns Overview

1 Month
-7.40%
3 Months
+0.43%
6 Months
+14.81%
YTD
+14.68%
1 Year
+12.84%
3 Years (annualized)
+18.71%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.42%

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
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
MSCI US IM Telecommunication Services 25-50 Index
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+6.08%
vs Peers
+8.60%

FTUAX Mutual Fund Performance

FTUAX performance across multiple time periods: 1-month -7.40%, YTD 14.68%, 1-year 12.84%, 3-year 18.71%, 5-year 4.47%, 10-year 6.42%.

FTUAX returns outperform the peer average of 6.08% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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