FCLKX Mutual Fund

NAV$21.09

Returns Overview

1 Month
+0.36%
3 Months
+12.17%
6 Months
+10.13%
YTD
+8.73%
1 Year
+26.13%
3 Years (annualized)
+24.52%
5 Years (annualized)
+16.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+9.49%
vs Peers
-0.76%

FCLKX Mutual Fund Performance

FCLKX performance across multiple time periods: 1-month 0.36%, YTD 8.73%, 1-year 26.13%, 3-year 24.52%, 5-year 16.74%.

FCLKX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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