FCAGX Mutual Fund

FCAGX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-1.02%
3 Months
-4.16%
6 Months
+1.21%
YTD
+13.46%
1 Year
+14.54%
3 Years (annualized)
+22.91%
5 Years (annualized)
+5.07%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+13.46%
Peer Avg (YTD)
+12.21%
vs Peers
+1.25%

FCAGX Mutual Fund Performance

FCAGX performance across multiple time periods: 1-month -1.02%, YTD 13.46%, 1-year 14.54%, 3-year 22.91%, 5-year 5.07%, 10-year 13.69%.

FCAGX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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