FCGAX Mutual Fund

FCGAX Mutual Fund

NAV$148.10
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Returns Overview

1 Month
+0.81%
3 Months
+2.40%
6 Months
+5.10%
YTD
+6.06%
1 Year
+11.96%
3 Years (annualized)
+15.20%
5 Years (annualized)
+8.71%
10 Years (annualized)
+14.33%

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)
+6.06%
Peer Avg (YTD)
+6.23%
vs Peers
-0.17%

FCGAX Mutual Fund Performance

FCGAX performance across multiple time periods: 1-month 0.81%, YTD 6.06%, 1-year 11.96%, 3-year 15.20%, 5-year 8.71%, 10-year 14.33%.

FCGAX returns trail the peer average of 6.23% 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.