FCLTX Mutual Fund

FCLTX Mutual Fund

NAV$62.41
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Returns Overview

1 Month
-3.88%
3 Months
+3.24%
6 Months
+11.71%
YTD
+18.33%
1 Year
+21.04%
3 Years (annualized)
+24.93%
5 Years (annualized)
+15.86%
10 Years (annualized)
+13.28%

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
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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)
+18.33%
Peer Avg (YTD)
+11.31%
vs Peers
+7.02%

FCLTX Mutual Fund Performance

FCLTX performance across multiple time periods: 1-month -3.88%, YTD 18.33%, 1-year 21.04%, 3-year 24.93%, 5-year 15.86%, 10-year 13.28%.

FCLTX returns outperform the peer average of 11.31% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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