FCLIX Mutual Fund

FCLIX Mutual Fund

NAV$75.18
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Returns Overview

1 Month
-3.83%
3 Months
+3.36%
6 Months
+11.99%
YTD
+18.66%
1 Year
+21.64%
3 Years (annualized)
+24.86%
5 Years (annualized)
+16.46%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLIX 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)
+18.66%
Peer Avg (YTD)
+11.31%
vs Peers
+7.35%

FCLIX Mutual Fund Performance

FCLIX performance across multiple time periods: 1-month -3.83%, YTD 18.66%, 1-year 21.64%, 3-year 24.86%, 5-year 16.46%, 10-year 13.87%.

FCLIX returns outperform the peer average of 11.31% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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