FCAJX Mutual Fund

NAV$16.87

Returns Overview

1 Month
-1.04%
3 Months
+19.28%
6 Months
+16.28%
YTD
+15.11%
1 Year
+36.14%
3 Years (annualized)
+22.32%
5 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAJX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.11%
Peer Avg (YTD)
+8.97%
vs Peers
+6.14%

FCAJX Mutual Fund Performance

FCAJX performance across multiple time periods: 1-month -1.04%, YTD 15.11%, 1-year 36.14%, 3-year 22.32%, 5-year 11.04%.

FCAJX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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