FCFGX Mutual Fund

NAV$13.99

Returns Overview

1 Month
+0.36%
3 Months
+12.55%
6 Months
+9.57%
YTD
+8.81%
1 Year
+18.72%
3 Years (annualized)
+17.75%
5 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+6.73%
vs Peers
+2.08%

FCFGX Mutual Fund Performance

FCFGX performance across multiple time periods: 1-month 0.36%, YTD 8.81%, 1-year 18.72%, 3-year 17.75%, 5-year 8.96%.

FCFGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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