FCASX Mutual Fund

NAV$33.01

Returns Overview

1 Month
+0.72%
3 Months
+12.44%
6 Months
+11.35%
YTD
+10.62%
1 Year
+20.90%
3 Years (annualized)
+14.58%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCASX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+6.73%
vs Peers
+3.89%

FCASX Mutual Fund Performance

FCASX performance across multiple time periods: 1-month 0.72%, YTD 10.62%, 1-year 20.90%, 3-year 14.58%, 5-year 7.01%, 10-year 9.30%.

FCASX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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