FUGAX Mutual Fund

FUGAX Mutual Fund

NAV$50.68
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Returns Overview

1 Month
+4.96%
3 Months
+8.03%
6 Months
+11.91%
YTD
+13.56%
1 Year
+11.27%
3 Years (annualized)
+15.80%
5 Years (annualized)
+14.58%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUGAX 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 IMI/Utilities 25/50
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+15.64%
vs Peers
-2.08%

FUGAX Mutual Fund Performance

FUGAX performance across multiple time periods: 1-month 4.96%, YTD 13.56%, 1-year 11.27%, 3-year 15.80%, 5-year 14.58%, 10-year 11.88%.

FUGAX returns trail the peer average of 15.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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