FCNZX Mutual Fund

FCNZX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+3.66%
3 Months
-1.92%
6 Months
-2.65%
YTD
-1.65%
1 Year
-1.16%
3 Years (annualized)
+4.92%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCNZX 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
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🏦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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
-0.87%
vs Peers
-0.78%

FCNZX Mutual Fund Performance

FCNZX performance across multiple time periods: 1-month 3.66%, YTD -1.65%, 1-year -1.16%, 3-year 4.92%, 5-year -0.06%, 10-year 1.02%.

FCNZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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