FKUQX Mutual Fund

NAV$26.41

Returns Overview

1 Month
+2.69%
3 Months
-0.02%
6 Months
+9.81%
YTD
+8.54%
1 Year
+16.72%
3 Years (annualized)
+14.89%
5 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUQX 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 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+10.15%
vs Peers
-1.61%

FKUQX Mutual Fund Performance

FKUQX performance across multiple time periods: 1-month 2.69%, YTD 8.54%, 1-year 16.72%, 3-year 14.89%, 5-year 11.00%.

FKUQX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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