FCLIX Mutual Fund

FCLIX Mutual Fund

NAV$66.00
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Returns Overview

1 Month
-2.50%
3 Months
-10.68%
6 Months
-7.67%
YTD
+3.57%
1 Year
+6.30%
3 Years (annualized)
+25.64%
5 Years (annualized)
+12.80%
10 Years (annualized)
+12.94%

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)
+3.57%
Peer Avg (YTD)
+5.18%
vs Peers
-1.61%

FCLIX Mutual Fund Performance

FCLIX performance across multiple time periods: 1-month -2.50%, YTD 3.57%, 1-year 6.30%, 3-year 25.64%, 5-year 12.80%, 10-year 12.94%.

FCLIX returns trail the peer average of 5.18% YTD. With an expense ratio of 0.69%, 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.