FCECX Mutual Fund

NAV$32.56

Returns Overview

1 Month
+0.83%
3 Months
+7.74%
6 Months
+23.13%
YTD
+6.70%
1 Year
+20.22%
3 Years (annualized)
+21.72%
5 Years (annualized)
+13.49%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCECX 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
MSCI US IMI/Consumer Discretionary 25/50
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+8.38%
vs Peers
-1.68%

FCECX Mutual Fund Performance

FCECX performance across multiple time periods: 1-month 0.83%, YTD 6.70%, 1-year 20.22%, 3-year 21.72%, 5-year 13.49%, 10-year 12.86%.

FCECX returns trail the peer average of 8.38% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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