FCFWX Mutual Fund

NAV$16.40

Returns Overview

1 Month
+0.04%
3 Months
+7.40%
6 Months
+7.34%
YTD
+6.77%
1 Year
+15.15%
3 Years (annualized)
+14.03%
5 Years (annualized)
+7.91%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+5.87%
vs Peers
+0.91%

FCFWX Mutual Fund Performance

FCFWX performance across multiple time periods: 1-month 0.04%, YTD 6.77%, 1-year 15.15%, 3-year 14.03%, 5-year 7.91%, 10-year 8.32%.

FCFWX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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