FCOTX Mutual Fund

FCOTX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-0.71%
3 Months
-1.31%
6 Months
-1.21%
YTD
+0.28%
1 Year
+4.75%
3 Years (annualized)
+3.07%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCOTX 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)
+0.28%
Peer Avg (YTD)
+0.15%
vs Peers
+0.13%

FCOTX Mutual Fund Performance

FCOTX performance across multiple time periods: 1-month -0.71%, YTD 0.28%, 1-year 4.75%, 3-year 3.07%, 5-year -0.06%, 10-year 1.55%.

FCOTX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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