FCMTX Mutual Fund

FCMTX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+3.63%
3 Months
-1.05%
6 Months
-2.09%
YTD
-2.03%
1 Year
-1.72%
3 Years (annualized)
+3.74%
5 Years (annualized)
-0.21%
10 Years (annualized)
+1.26%

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)
-2.03%
Peer Avg (YTD)
-0.12%
vs Peers
-1.91%

FCMTX Mutual Fund Performance

FCMTX performance across multiple time periods: 1-month 3.63%, YTD -2.03%, 1-year -1.72%, 3-year 3.74%, 5-year -0.21%, 10-year 1.26%.

FCMTX returns trail the peer average of -0.12% 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.