FCORX Mutual Fund

FCORX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-1.89%
3 Months
-1.10%
6 Months
-0.48%
YTD
+1.11%
1 Year
+6.35%
3 Years (annualized)
+3.07%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.90%

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
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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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.23%
vs Peers
+0.88%

FCORX Mutual Fund Performance

FCORX performance across multiple time periods: 1-month -1.89%, YTD 1.11%, 1-year 6.35%, 3-year 3.07%, 5-year 0.27%, 10-year 1.90%.

FCORX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.57%, 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.