FCFEX Mutual Fund

FCFEX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+1.38%
3 Months
+0.46%
6 Months
+3.25%
YTD
+7.25%
1 Year
+12.62%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.34%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCFEX 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
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🏦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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+8.76%
vs Peers
-1.50%

FCFEX Mutual Fund Performance

FCFEX performance across multiple time periods: 1-month 1.38%, YTD 7.25%, 1-year 12.62%, 3-year 13.18%, 5-year 6.34%, 10-year 9.50%.

FCFEX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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