FCAEX Mutual Fund

FCAEX Mutual Fund

NAV$16.60
See how much of FCAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.82%
3 Months
+1.51%
6 Months
+8.23%
YTD
+12.01%
1 Year
+28.61%
3 Years (annualized)
+20.12%
5 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+6.23%
vs Peers
+5.78%

FCAEX Mutual Fund Performance

FCAEX performance across multiple time periods: 1-month -3.82%, YTD 12.01%, 1-year 28.61%, 3-year 20.12%, 5-year 9.87%.

FCAEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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