FTUCX Mutual Fund

FTUCX Mutual Fund

NAV$68.36
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Returns Overview

1 Month
-1.78%
3 Months
-4.00%
6 Months
+3.17%
YTD
+12.20%
1 Year
+11.14%
3 Years (annualized)
+18.97%
5 Years (annualized)
+3.38%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTUCX 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)
+12.20%
Peer Avg (YTD)
+4.46%
vs Peers
+7.73%

FTUCX Mutual Fund Performance

FTUCX performance across multiple time periods: 1-month -1.78%, YTD 12.20%, 1-year 11.14%, 3-year 18.97%, 5-year 3.38%, 10-year 5.72%.

FTUCX returns outperform the peer average of 4.46% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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