FTUIX Mutual Fund

NAV$66.15

Returns Overview

1 Month
-7.40%
3 Months
+0.49%
6 Months
+14.97%
YTD
+14.84%
1 Year
+13.15%
3 Years (annualized)
+19.08%
5 Years (annualized)
+4.80%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTUIX 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)
+14.84%
Peer Avg (YTD)
+6.08%
vs Peers
+8.76%

FTUIX Mutual Fund Performance

FTUIX performance across multiple time periods: 1-month -7.40%, YTD 14.84%, 1-year 13.15%, 3-year 19.08%, 5-year 4.80%, 10-year 6.76%.

FTUIX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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