FCALX Mutual Fund

FCALX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
+2.81%
3 Months
-2.32%
6 Months
+10.82%
YTD
+14.40%
1 Year
+27.36%
3 Years (annualized)
+20.57%
5 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCALX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+8.51%
vs Peers
+5.89%

FCALX Mutual Fund Performance

FCALX performance across multiple time periods: 1-month 2.81%, YTD 14.40%, 1-year 27.36%, 3-year 20.57%, 5-year 8.52%.

FCALX returns outperform the peer average of 8.51% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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