FCMTX Mutual Fund

FCMTX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-0.16%
3 Months
-1.37%
6 Months
-2.86%
YTD
-1.14%
1 Year
+3.20%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMTX 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
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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)
-1.14%
Peer Avg (YTD)
+0.17%
vs Peers
-1.31%

FCMTX Mutual Fund Performance

FCMTX performance across multiple time periods: 1-month -0.16%, YTD -1.14%, 1-year 3.20%, 3-year 3.16%, 5-year 0.29%, 10-year 1.53%.

FCMTX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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