FCALX Mutual Fund

NAV$16.23

Returns Overview

1 Month
-1.08%
3 Months
+19.12%
6 Months
+15.86%
YTD
+14.73%
1 Year
+35.11%
3 Years (annualized)
+21.41%
5 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCALX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+8.97%
vs Peers
+5.76%

FCALX Mutual Fund Performance

FCALX performance across multiple time periods: 1-month -1.08%, YTD 14.73%, 1-year 35.11%, 3-year 21.41%, 5-year 10.21%.

FCALX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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