FCHIX Mutual Fund

NAV$1.78

Returns Overview

1 Month
-0.56%
3 Months
-1.11%
6 Months
-2.20%
YTD
-1.66%
1 Year
+5.20%
3 Years (annualized)
+8.12%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCHIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+3.23%
vs Peers
-4.88%

FCHIX Mutual Fund Performance

FCHIX performance across multiple time periods: 1-month -0.56%, YTD -1.66%, 1-year 5.20%, 3-year 8.12%, 5-year 3.99%, 10-year 5.42%.

FCHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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