FNCMX Mutual Fund

NAV$317.92

Returns Overview

1 Month
-1.98%
3 Months
+0.74%
6 Months
+6.14%
YTD
+7.82%
1 Year
+29.52%
3 Years (annualized)
+24.81%
5 Years (annualized)
+13.51%
10 Years (annualized)
+19.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNCMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+8.97%
vs Peers
-1.15%

FNCMX Mutual Fund Performance

FNCMX performance across multiple time periods: 1-month -1.98%, YTD 7.82%, 1-year 29.52%, 3-year 24.81%, 5-year 13.51%, 10-year 19.36%.

FNCMX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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