FKUTX Mutual Fund

NAV$26.45

Returns Overview

1 Month
+2.72%
3 Months
+0.01%
6 Months
+9.86%
YTD
+8.59%
1 Year
+16.83%
3 Years (annualized)
+15.18%
5 Years (annualized)
+11.20%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUTX 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)
+8.59%
Peer Avg (YTD)
+10.15%
vs Peers
-1.56%

FKUTX Mutual Fund Performance

FKUTX performance across multiple time periods: 1-month 2.72%, YTD 8.59%, 1-year 16.83%, 3-year 15.18%, 5-year 11.20%, 10-year 9.03%.

FKUTX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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