FCLZX Mutual Fund

FCLZX Mutual Fund

NAV$17.43
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Returns Overview

1 Month
+2.89%
3 Months
-2.03%
6 Months
+11.44%
YTD
+14.08%
1 Year
+28.80%
3 Years (annualized)
+21.98%
5 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLZX 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 World Index(MDWO)
This Mutual Fund (YTD)
+14.08%
Peer Avg (YTD)
+8.51%
vs Peers
+5.58%

FCLZX Mutual Fund Performance

FCLZX performance across multiple time periods: 1-month 2.89%, YTD 14.08%, 1-year 28.80%, 3-year 21.98%, 5-year 9.79%.

FCLZX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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