FCCQX Mutual Fund

FCCQX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
+2.59%
3 Months
-0.74%
6 Months
-1.07%
YTD
-0.46%
1 Year
-0.10%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.51%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
-0.12%
vs Peers
-0.34%

FCCQX Mutual Fund Performance

FCCQX performance across multiple time periods: 1-month 2.59%, YTD -0.46%, 1-year -0.10%, 3-year 3.72%, 5-year 0.51%, 10-year 1.20%.

FCCQX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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