FCMVX Mutual Fund

FCMVX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+0.57%
3 Months
+7.60%
6 Months
+14.51%
YTD
+27.12%
1 Year
+34.35%
3 Years (annualized)
+21.18%
5 Years (annualized)
+13.45%

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)
+27.12%
Peer Avg (YTD)
+9.89%
vs Peers
+17.23%

FCMVX Mutual Fund Performance

FCMVX performance across multiple time periods: 1-month 0.57%, YTD 27.12%, 1-year 34.35%, 3-year 21.18%, 5-year 13.45%.

FCMVX returns outperform the peer average of 9.89% 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.