FCLCX Mutual Fund

FCLCX Mutual Fund

NAV$47.18
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Returns Overview

1 Month
-2.60%
3 Months
-10.91%
6 Months
-8.14%
YTD
+2.69%
1 Year
+5.25%
3 Years (annualized)
+24.36%
5 Years (annualized)
+11.66%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLCX 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)
+2.69%
Peer Avg (YTD)
+5.18%
vs Peers
-2.48%

FCLCX Mutual Fund Performance

FCLCX performance across multiple time periods: 1-month -2.60%, YTD 2.69%, 1-year 5.25%, 3-year 24.36%, 5-year 11.66%, 10-year 11.80%.

FCLCX returns trail the peer average of 5.18% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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