FCGAX Mutual Fund

FCGAX Mutual Fund

NAV$152.54
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Returns Overview

1 Month
+2.07%
3 Months
+1.50%
6 Months
+8.43%
YTD
+8.26%
1 Year
+13.13%
3 Years (annualized)
+16.47%
5 Years (annualized)
+7.84%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+8.51%
vs Peers
-0.25%

FCGAX Mutual Fund Performance

FCGAX performance across multiple time periods: 1-month 2.07%, YTD 8.26%, 1-year 13.13%, 3-year 16.47%, 5-year 7.84%, 10-year 14.27%.

FCGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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