FCAOX Mutual Fund

FCAOX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
+2.86%
3 Months
-2.21%
6 Months
+11.10%
YTD
+14.84%
1 Year
+28.02%
3 Years (annualized)
+21.19%
5 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAOX 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)
+14.84%
Peer Avg (YTD)
+8.51%
vs Peers
+6.33%

FCAOX Mutual Fund Performance

FCAOX performance across multiple time periods: 1-month 2.86%, YTD 14.84%, 1-year 28.02%, 3-year 21.19%, 5-year 9.07%.

FCAOX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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