FCPAX Mutual Fund

NAV$35.63

Returns Overview

1 Month
+3.31%
3 Months
+17.92%
6 Months
+12.09%
YTD
+10.59%
1 Year
+11.40%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.13%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+9.23%
vs Peers
+1.36%

FCPAX Mutual Fund Performance

FCPAX performance across multiple time periods: 1-month 3.31%, YTD 10.59%, 1-year 11.40%, 3-year 15.42%, 5-year 7.13%, 10-year 10.46%.

FCPAX returns outperform the peer average of 9.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

FCPAX performance comparison shows side-by-side returns with another fund. FCPAX alternatives are available in the Mutual Fund Screener.