FCHTX Mutual Fund

FCHTX Mutual Fund

NAV$26.69
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Returns Overview

1 Month
-1.32%
3 Months
+3.41%
6 Months
+6.27%
YTD
+8.34%
1 Year
+17.94%
3 Years (annualized)
+16.74%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+6.99%
vs Peers
+1.35%

FCHTX Mutual Fund Performance

FCHTX performance across multiple time periods: 1-month -1.32%, YTD 8.34%, 1-year 17.94%, 3-year 16.74%, 5-year 9.43%, 10-year 11.76%.

FCHTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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