FCAQX Mutual Fund

FCAQX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.84%
3 Months
-0.07%
6 Months
+0.69%
YTD
+1.28%
1 Year
+7.14%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.22%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAQX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+0.39%
vs Peers
+0.89%

FCAQX Mutual Fund Performance

FCAQX performance across multiple time periods: 1-month -1.84%, YTD 1.28%, 1-year 7.14%, 3-year 4.04%, 5-year 0.22%, 10-year 2.15%.

FCAQX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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