FCITX Mutual Fund

FCITX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-3.66%
3 Months
-5.53%
6 Months
-4.37%
YTD
-5.20%
1 Year
-4.62%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.34%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCITX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.20%
Peer Avg (YTD)
-3.84%
vs Peers
-1.36%

FCITX Mutual Fund Performance

FCITX performance across multiple time periods: 1-month -3.66%, YTD -5.20%, 1-year -4.62%, 3-year 3.32%, 5-year 0.34%, 10-year 0.95%.

FCITX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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