FCLZX Mutual Fund

NAV$17.19

Returns Overview

1 Month
-0.96%
3 Months
+19.43%
6 Months
+16.56%
YTD
+15.32%
1 Year
+36.73%
3 Years (annualized)
+22.84%
5 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLZX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+8.97%
vs Peers
+6.35%

FCLZX Mutual Fund Performance

FCLZX performance across multiple time periods: 1-month -0.96%, YTD 15.32%, 1-year 36.73%, 3-year 22.84%, 5-year 11.47%.

FCLZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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