FTUCX Mutual Fund

NAV$65.66

Returns Overview

1 Month
-7.48%
3 Months
+0.22%
6 Months
+14.37%
YTD
+14.23%
1 Year
+11.99%
3 Years (annualized)
+17.82%
5 Years (annualized)
+3.69%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTUCX 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
MSCI US IM Telecommunication Services 25-50 Index
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+6.08%
vs Peers
+8.16%

FTUCX Mutual Fund Performance

FTUCX performance across multiple time periods: 1-month -7.48%, YTD 14.23%, 1-year 11.99%, 3-year 17.82%, 5-year 3.69%, 10-year 6.20%.

FTUCX returns outperform the peer average of 6.08% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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