FCAKX Mutual Fund

FCAKX Mutual Fund

NAV$55.52
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Returns Overview

1 Month
+2.99%
3 Months
+2.02%
6 Months
+14.80%
YTD
+18.63%
1 Year
+26.77%
3 Years (annualized)
+23.33%
5 Years (annualized)
+13.11%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.63%
Peer Avg (YTD)
+8.51%
vs Peers
+10.12%

FCAKX Mutual Fund Performance

FCAKX performance across multiple time periods: 1-month 2.99%, YTD 18.63%, 1-year 26.77%, 3-year 23.33%, 5-year 13.11%, 10-year 16.72%.

FCAKX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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