FCAOX Mutual Fund

FCAOX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-3.91%
3 Months
+1.35%
6 Months
+7.94%
YTD
+11.65%
1 Year
+27.89%
3 Years (annualized)
+19.49%
5 Years (annualized)
+9.31%

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
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)
+11.65%
Peer Avg (YTD)
+6.23%
vs Peers
+5.42%

FCAOX Mutual Fund Performance

FCAOX performance across multiple time periods: 1-month -3.91%, YTD 11.65%, 1-year 27.89%, 3-year 19.49%, 5-year 9.31%.

FCAOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.05%, 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.