FCTFX Mutual Fund

FCTFX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-2.07%
3 Months
-1.02%
6 Months
-1.47%
YTD
-0.92%
1 Year
+4.41%
3 Years (annualized)
+3.05%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+0.39%
vs Peers
-1.30%

FCTFX Mutual Fund Performance

FCTFX performance across multiple time periods: 1-month -2.07%, YTD -0.92%, 1-year 4.41%, 3-year 3.05%, 5-year 0.47%, 10-year 1.79%.

FCTFX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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