FCLCX Mutual Fund

NAV$52.35

Returns Overview

1 Month
+8.49%
3 Months
+17.84%
6 Months
+22.78%
YTD
+19.96%
1 Year
+33.38%
3 Years (annualized)
+27.68%
5 Years (annualized)
+22.77%
10 Years (annualized)
+16.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLCX 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
MSCI US IMI/Industrials 25/50
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+13.49%
vs Peers
+6.47%

FCLCX Mutual Fund Performance

FCLCX performance across multiple time periods: 1-month 8.49%, YTD 19.96%, 1-year 33.38%, 3-year 27.68%, 5-year 22.77%, 10-year 16.44%.

FCLCX returns outperform the peer average of 13.49% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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