FUFRX Mutual Fund

FUFRX Mutual Fund

NAV$25.47
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Returns Overview

1 Month
-2.70%
3 Months
-4.80%
6 Months
+4.21%
YTD
+7.01%
1 Year
+9.27%
3 Years (annualized)
+15.06%
5 Years (annualized)
+11.08%
10 Years (annualized)
+8.99%

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
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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)
+7.01%
Peer Avg (YTD)
+8.19%
vs Peers
-1.18%

FUFRX Mutual Fund Performance

FUFRX performance across multiple time periods: 1-month -2.70%, YTD 7.01%, 1-year 9.27%, 3-year 15.06%, 5-year 11.08%, 10-year 8.99%.

FUFRX returns trail the peer average of 8.19% 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.