FCOZX Mutual Fund

FCOZX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.49%
3 Months
-1.21%
6 Months
-1.27%
YTD
+0.50%
1 Year
+5.62%
3 Years (annualized)
+3.91%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCOZX 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)
+0.50%
Peer Avg (YTD)
+0.15%
vs Peers
+0.35%

FCOZX Mutual Fund Performance

FCOZX performance across multiple time periods: 1-month -0.49%, YTD 0.50%, 1-year 5.62%, 3-year 3.91%, 5-year 0.33%, 10-year 1.56%.

FCOZX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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