FUFRX Mutual Fund

NAV$26.76

Returns Overview

1 Month
+2.70%
3 Months
+0.02%
6 Months
+9.98%
YTD
+8.72%
1 Year
+17.04%
3 Years (annualized)
+15.22%
5 Years (annualized)
+11.32%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUFRX 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)
+8.72%
Peer Avg (YTD)
+10.15%
vs Peers
-1.43%

FUFRX Mutual Fund Performance

FUFRX performance across multiple time periods: 1-month 2.70%, YTD 8.72%, 1-year 17.04%, 3-year 15.22%, 5-year 11.32%, 10-year 9.22%.

FUFRX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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