FCCRX Mutual Fund

FCCRX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-1.31%
3 Months
-0.26%
6 Months
-0.21%
YTD
+0.45%
1 Year
+4.50%
3 Years (annualized)
+3.12%
5 Years (annualized)
+0.69%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCRX 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)
+0.45%
Peer Avg (YTD)
+0.39%
vs Peers
+0.06%

FCCRX Mutual Fund Performance

FCCRX performance across multiple time periods: 1-month -1.31%, YTD 0.45%, 1-year 4.50%, 3-year 3.12%, 5-year 0.69%, 10-year 1.46%.

FCCRX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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