FCLAX Mutual Fund

NAV$68.14

Returns Overview

1 Month
+8.56%
3 Months
+18.05%
6 Months
+23.23%
YTD
+20.41%
1 Year
+33.77%
3 Years (annualized)
+28.45%
5 Years (annualized)
+18.15%
10 Years (annualized)
+14.57%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Industrials 25/50
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+13.49%
vs Peers
+6.92%

FCLAX Mutual Fund Performance

FCLAX performance across multiple time periods: 1-month 8.56%, YTD 20.41%, 1-year 33.77%, 3-year 28.45%, 5-year 18.15%, 10-year 14.57%.

FCLAX returns outperform the peer average of 13.49% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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