FCUPX Mutual Fund

NAV$20.54

Returns Overview

1 Month
-0.24%
3 Months
-1.01%
6 Months
-2.14%
YTD
+1.58%
1 Year
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCUPX 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

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)
+1.58%
Peer Avg (YTD)
+9.51%
vs Peers
-7.93%

FCUPX Mutual Fund Performance

FCUPX performance across multiple time periods: 1-month -0.24%, YTD 1.58%, 1-year 7.16%.

FCUPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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