FCMVX Mutual Fund

NAV$16.15

Returns Overview

1 Month
+5.99%
3 Months
+20.78%
6 Months
+28.32%
YTD
+26.27%
1 Year
+44.98%
3 Years (annualized)
+25.19%
5 Years (annualized)
+16.20%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.27%
Peer Avg (YTD)
+10.82%
vs Peers
+15.45%

FCMVX Mutual Fund Performance

FCMVX performance across multiple time periods: 1-month 5.99%, YTD 26.27%, 1-year 44.98%, 3-year 25.19%, 5-year 16.20%.

FCMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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