FCUEX Mutual Fund

NAV$20.01

Returns Overview

1 Month
-1.43%
3 Months
-3.52%
6 Months
-4.71%
YTD
-0.69%
1 Year
+6.78%
3 Years (annualized)
+9.21%
5 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUEX 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)
-0.69%
Peer Avg (YTD)
+9.51%
vs Peers
-10.20%

FCUEX Mutual Fund Performance

FCUEX performance across multiple time periods: 1-month -1.43%, YTD -0.69%, 1-year 6.78%, 3-year 9.21%, 5-year 7.63%.

FCUEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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