FUGIX Mutual Fund

FUGIX Mutual Fund

NAV$52.10
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Returns Overview

1 Month
+4.97%
3 Months
+8.09%
6 Months
+12.06%
YTD
+13.79%
1 Year
+11.57%
3 Years (annualized)
+16.12%
5 Years (annualized)
+14.89%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUGIX 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)
+13.79%
Peer Avg (YTD)
+15.64%
vs Peers
-1.85%

FUGIX Mutual Fund Performance

FUGIX performance across multiple time periods: 1-month 4.97%, YTD 13.79%, 1-year 11.57%, 3-year 16.12%, 5-year 14.89%, 10-year 12.19%.

FUGIX returns trail the peer average of 15.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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