FCAEX Mutual Fund

NAV$17.09

Returns Overview

1 Month
-0.97%
3 Months
+19.35%
6 Months
+16.47%
YTD
+15.23%
1 Year
+36.46%
3 Years (annualized)
+22.66%
5 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAEX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.23%
Peer Avg (YTD)
+8.97%
vs Peers
+6.25%

FCAEX Mutual Fund Performance

FCAEX performance across multiple time periods: 1-month -0.97%, YTD 15.23%, 1-year 36.46%, 3-year 22.66%, 5-year 11.31%.

FCAEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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