FCLAX Mutual Fund

FCLAX Mutual Fund

NAV$60.39
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Returns Overview

1 Month
-4.27%
3 Months
-0.06%
6 Months
-1.58%
YTD
+13.44%
1 Year
+17.56%
3 Years (annualized)
+23.96%
5 Years (annualized)
+15.18%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLAX 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 US IMI/Industrials 25/50
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+8.97%
vs Peers
+4.47%

FCLAX Mutual Fund Performance

FCLAX performance across multiple time periods: 1-month -4.27%, YTD 13.44%, 1-year 17.56%, 3-year 23.96%, 5-year 15.18%, 10-year 13.20%.

FCLAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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