FCAKX Mutual Fund

NAV$55.25

Returns Overview

1 Month
-0.39%
3 Months
+19.01%
6 Months
+15.83%
YTD
+14.82%
1 Year
+37.42%
3 Years (annualized)
+24.84%
5 Years (annualized)
+14.56%
10 Years (annualized)
+17.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.82%
Peer Avg (YTD)
+8.97%
vs Peers
+5.85%

FCAKX Mutual Fund Performance

FCAKX performance across multiple time periods: 1-month -0.39%, YTD 14.82%, 1-year 37.42%, 3-year 24.84%, 5-year 14.56%, 10-year 17.46%.

FCAKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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