FCMAX Mutual Fund

FCMAX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-2.01%
3 Months
-1.07%
6 Months
-1.58%
YTD
-0.94%
1 Year
+4.24%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMAX 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
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-0.94%
Peer Avg (YTD)
+0.39%
vs Peers
-1.33%

FCMAX Mutual Fund Performance

FCMAX performance across multiple time periods: 1-month -2.01%, YTD -0.94%, 1-year 4.24%, 3-year 2.74%, 5-year 0.16%, 10-year 1.48%.

FCMAX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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