FRCRX Mutual Fund

NAV$13.94

Returns Overview

1 Month
+0.95%
3 Months
+15.62%
6 Months
+13.91%
YTD
+12.98%
1 Year
+25.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+5.87%
vs Peers
+7.11%

FRCRX Mutual Fund Performance

FRCRX performance across multiple time periods: 1-month 0.95%, YTD 12.98%, 1-year 25.36%.

FRCRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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