FCSTX Mutual Fund

NAV$10.45

Returns Overview

1 Month
+0.30%
3 Months
+0.79%
6 Months
+0.23%
YTD
+0.13%
1 Year
+2.73%
3 Years (annualized)
+3.03%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSTX 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
Bloomberg California Enhanced Municipal 1-7 Year Non-AMT Index
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+1.98%
vs Peers
-1.84%

FCSTX Mutual Fund Performance

FCSTX performance across multiple time periods: 1-month 0.30%, YTD 0.13%, 1-year 2.73%, 3-year 3.03%, 5-year 1.07%, 10-year 1.39%.

FCSTX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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