FCMVX Mutual Fund

FCMVX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
+0.95%
3 Months
+9.13%
6 Months
+22.52%
YTD
+26.40%
1 Year
+39.63%
3 Years (annualized)
+19.90%
5 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMVX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.40%
Peer Avg (YTD)
+9.54%
vs Peers
+16.86%

FCMVX Mutual Fund Performance

FCMVX performance across multiple time periods: 1-month 0.95%, YTD 26.40%, 1-year 39.63%, 3-year 19.90%, 5-year 14.04%.

FCMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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