FTCLX Mutual Fund

NAV$22.80

Returns Overview

1 Month
-0.17%
3 Months
+12.17%
6 Months
+5.82%
YTD
+5.28%
1 Year
+11.64%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.59%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+6.73%
vs Peers
-1.44%

FTCLX Mutual Fund Performance

FTCLX performance across multiple time periods: 1-month -0.17%, YTD 5.28%, 1-year 11.64%, 3-year 13.98%, 5-year 6.59%, 10-year 10.43%.

FTCLX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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