FCMKX Mutual Fund

FCMKX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-0.23%
3 Months
-1.58%
6 Months
-3.13%
YTD
-1.41%
1 Year
+2.57%
3 Years (annualized)
+2.39%
5 Years (annualized)
-0.48%
10 Years (annualized)
+0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMKX 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)
-1.41%
Peer Avg (YTD)
+0.17%
vs Peers
-1.58%

FCMKX Mutual Fund Performance

FCMKX performance across multiple time periods: 1-month -0.23%, YTD -1.41%, 1-year 2.57%, 3-year 2.39%, 5-year -0.48%, 10-year 0.71%.

FCMKX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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