FCAHX Mutual Fund

NAV$9.71

Returns Overview

1 Month
+1.13%
3 Months
+3.03%
6 Months
+2.91%
YTD
+2.91%
1 Year
+7.52%
3 Years (annualized)
+4.09%
5 Years (annualized)
+0.09%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAHX 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
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+1.98%
vs Peers
+0.93%

FCAHX Mutual Fund Performance

FCAHX performance across multiple time periods: 1-month 1.13%, YTD 2.91%, 1-year 7.52%, 3-year 4.09%, 5-year 0.09%, 10-year 1.65%.

FCAHX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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