FTUAX Mutual Fund

FTUAX Mutual Fund

NAV$67.26
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Returns Overview

1 Month
+5.94%
3 Months
-3.61%
6 Months
+6.85%
YTD
+19.38%
1 Year
+15.30%
3 Years (annualized)
+19.88%
5 Years (annualized)
+5.41%
10 Years (annualized)
+6.95%

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
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📉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)
+19.38%
Peer Avg (YTD)
+7.49%
vs Peers
+11.89%

FTUAX Mutual Fund Performance

FTUAX performance across multiple time periods: 1-month 5.94%, YTD 19.38%, 1-year 15.30%, 3-year 19.88%, 5-year 5.41%, 10-year 6.95%.

FTUAX returns outperform the peer average of 7.49% 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.