FCCTX Mutual Fund

NAV$15.04

Returns Overview

1 Month
+0.07%
3 Months
+5.38%
6 Months
+5.01%
YTD
+4.64%
1 Year
+11.09%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCTX 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
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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)
+4.64%
Peer Avg (YTD)
+7.64%
vs Peers
-3.00%

FCCTX Mutual Fund Performance

FCCTX performance across multiple time periods: 1-month 0.07%, YTD 4.64%, 1-year 11.09%, 3-year 12.18%, 5-year 6.48%.

FCCTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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