FCAVX Mutual Fund

NAV$6.68

Returns Overview

1 Month
+1.21%
3 Months
+3.10%
6 Months
+3.00%
YTD
+2.85%
1 Year
+7.91%
3 Years (annualized)
+4.11%
5 Years (annualized)
+0.86%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+1.98%
vs Peers
+0.87%

FCAVX Mutual Fund Performance

FCAVX performance across multiple time periods: 1-month 1.21%, YTD 2.85%, 1-year 7.91%, 3-year 4.11%, 5-year 0.86%, 10-year 2.11%.

FCAVX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

FCAVX performance comparison shows side-by-side returns with another fund. FCAVX alternatives are available in the Mutual Fund Screener.