FCLTX Mutual Fund

NAV$64.94

Returns Overview

1 Month
+8.55%
3 Months
+17.98%
6 Months
+23.10%
YTD
+20.26%
1 Year
+33.55%
3 Years (annualized)
+28.17%
5 Years (annualized)
+22.85%
10 Years (annualized)
+16.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLTX 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)
+20.26%
Peer Avg (YTD)
+13.49%
vs Peers
+6.77%

FCLTX Mutual Fund Performance

FCLTX performance across multiple time periods: 1-month 8.55%, YTD 20.26%, 1-year 33.55%, 3-year 28.17%, 5-year 22.85%, 10-year 16.75%.

FCLTX returns outperform the peer average of 13.49% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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