FCAJX Mutual Fund

FCAJX Mutual Fund

NAV$17.07
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Returns Overview

1 Month
+2.88%
3 Months
-2.12%
6 Months
+11.24%
YTD
+15.01%
1 Year
+28.33%
3 Years (annualized)
+21.51%
5 Years (annualized)
+9.36%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.01%
Peer Avg (YTD)
+8.51%
vs Peers
+6.50%

FCAJX Mutual Fund Performance

FCAJX performance across multiple time periods: 1-month 2.88%, YTD 15.01%, 1-year 28.33%, 3-year 21.51%, 5-year 9.36%.

FCAJX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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