FCUCX Mutual Fund

NAV$20.03

Returns Overview

1 Month
-0.30%
3 Months
-1.28%
6 Months
-2.72%
YTD
+0.91%
1 Year
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+9.51%
vs Peers
-8.60%

FCUCX Mutual Fund Performance

FCUCX performance across multiple time periods: 1-month -0.30%, YTD 0.91%, 1-year 5.89%.

FCUCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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