FCAKX Mutual Fund

FCAKX Mutual Fund

NAV$54.09
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Returns Overview

1 Month
-0.56%
3 Months
+4.45%
6 Months
+10.73%
YTD
+15.19%
1 Year
+24.76%
3 Years (annualized)
+21.64%
5 Years (annualized)
+13.29%
10 Years (annualized)
+16.35%

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)
+15.19%
Peer Avg (YTD)
+6.23%
vs Peers
+8.96%

FCAKX Mutual Fund Performance

FCAKX performance across multiple time periods: 1-month -0.56%, YTD 15.19%, 1-year 24.76%, 3-year 21.64%, 5-year 13.29%, 10-year 16.35%.

FCAKX returns outperform the peer average of 6.23% 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.