FUFRX Mutual Fund

FUFRX Mutual Fund

NAV$25.37
See how much of FUFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.08%
3 Months
-0.96%
6 Months
-5.71%
YTD
+4.77%
1 Year
+3.62%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.23%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+6.38%
vs Peers
-1.60%

FUFRX Mutual Fund Performance

FUFRX performance across multiple time periods: 1-month 10.08%, YTD 4.77%, 1-year 3.62%, 3-year 16.89%, 5-year 9.23%, 10-year 9.28%.

FUFRX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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