FCQAX Mutual Fund

FCQAX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-1.87%
3 Months
-0.04%
6 Months
+0.64%
YTD
+1.10%
1 Year
+6.87%
3 Years (annualized)
+3.74%
5 Years (annualized)
-0.04%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCQAX 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 California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.39%
vs Peers
+0.71%

FCQAX Mutual Fund Performance

FCQAX performance across multiple time periods: 1-month -1.87%, YTD 1.10%, 1-year 6.87%, 3-year 3.74%, 5-year -0.04%, 10-year 1.89%.

FCQAX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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