FCLIX Mutual Fund

NAV$72.27

Returns Overview

1 Month
+8.58%
3 Months
+18.11%
6 Months
+23.39%
YTD
+20.57%
1 Year
+33.93%
3 Years (annualized)
+31.90%
5 Years (annualized)
+24.17%
10 Years (annualized)
+17.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLIX 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)
+20.57%
Peer Avg (YTD)
+13.49%
vs Peers
+7.08%

FCLIX Mutual Fund Performance

FCLIX performance across multiple time periods: 1-month 8.58%, YTD 20.57%, 1-year 33.93%, 3-year 31.90%, 5-year 24.17%, 10-year 17.68%.

FCLIX returns outperform the peer average of 13.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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