FCBTX Mutual Fund

NAV$10.42

Returns Overview

1 Month
-1.79%
3 Months
-1.98%
6 Months
-3.07%
YTD
-3.16%
1 Year
+2.85%
3 Years (annualized)
+4.80%
5 Years (annualized)
-0.22%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCBTX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-3.16%
Peer Avg (YTD)
+3.23%
vs Peers
-6.39%

FCBTX Mutual Fund Performance

FCBTX performance across multiple time periods: 1-month -1.79%, YTD -3.16%, 1-year 2.85%, 3-year 4.80%, 5-year -0.22%, 10-year 2.33%.

FCBTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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