FMCAX Mutual Fund

FMCAX Mutual Fund

NAV$51.02
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Returns Overview

1 Month
+1.74%
3 Months
-0.43%
6 Months
+3.54%
YTD
+17.89%
1 Year
+21.00%
3 Years (annualized)
+19.54%
5 Years (annualized)
+8.01%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.89%
Peer Avg (YTD)
+10.76%
vs Peers
+7.13%

FMCAX Mutual Fund Performance

FMCAX performance across multiple time periods: 1-month 1.74%, YTD 17.89%, 1-year 21.00%, 3-year 19.54%, 5-year 8.01%, 10-year 11.75%.

FMCAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

FMCAX vs another fund shows side-by-side returns. FMCAX alternatives are available in the Mutual Fund Screener.