FCORX Mutual Fund

FCORX Mutual Fund

NAV$9.72
See how much of FCORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.22%
3 Months
-2.33%
6 Months
-2.49%
YTD
-1.25%
1 Year
-0.83%
3 Years (annualized)
+4.31%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
-0.87%
vs Peers
-0.39%

FCORX Mutual Fund Performance

FCORX performance across multiple time periods: 1-month 3.22%, YTD -1.25%, 1-year -0.83%, 3-year 4.31%, 5-year 0.02%, 10-year 1.74%.

FCORX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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