FCAL ETF

$49.42

Returns Overview

1 Month
+0.11%
3 Months
+0.97%
6 Months
+1.28%
YTD
+1.91%
1 Year
+5.52%
3 Years
+3.22%
5 Years
+0.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FCAL 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

+0.11%

3 Months Performance

+0.97%

6 Months Performance

+1.28%

1 Year Performance

+5.52%

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This ETF (YTD)
+1.91%
Peer Avg (YTD)
+1.98%
vs Peers
-0.06%

FCAL ETF Performance

FCAL performance across multiple time periods: 1-month 0.11%, YTD 1.91%, 1-year 5.52%, 3-year 3.22%, 5-year 0.47%.

FCAL returns trail the peer average of 1.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

FCAL performance comparison shows side-by-side returns with another fund. FCAL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.11%Jun 15, 2026 to Jul 15, 2026
3 Months+0.97%Apr 15, 2026 to Jul 15, 2026
6 Months+1.28%Jan 15, 2026 to Jul 15, 2026
1 Year+5.52%N/A
3 Years+3.22%N/A
5 Years+0.47%N/A

All returns shown are total returns, not annualized