FCAOX Mutual Fund

NAV$16.65

Returns Overview

1 Month
-1.05%
3 Months
+19.23%
6 Months
+16.20%
YTD
+15.01%
1 Year
+35.77%
3 Years (annualized)
+22.04%
5 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAOX 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)
+15.01%
Peer Avg (YTD)
+8.97%
vs Peers
+6.04%

FCAOX Mutual Fund Performance

FCAOX performance across multiple time periods: 1-month -1.05%, YTD 15.01%, 1-year 35.77%, 3-year 22.04%, 5-year 10.77%.

FCAOX 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.

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