FUGCX Mutual Fund

NAV$49.24

Returns Overview

1 Month
+4.91%
3 Months
+7.82%
6 Months
+11.49%
YTD
+12.95%
1 Year
+10.46%
3 Years (annualized)
+14.92%
5 Years (annualized)
+13.71%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUGCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Utilities 25/50
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+15.64%
vs Peers
-2.69%

FUGCX Mutual Fund Performance

FUGCX performance across multiple time periods: 1-month 4.91%, YTD 12.95%, 1-year 10.46%, 3-year 14.92%, 5-year 13.71%, 10-year 11.04%.

FUGCX returns trail the peer average of 15.64% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

FUGCX performance comparison shows side-by-side returns with another fund. FUGCX alternatives are available in the Mutual Fund Screener.