FCTIX Mutual Fund

NAV$9.12

Returns Overview

1 Month
+0.95%
3 Months
+2.69%
6 Months
+2.30%
YTD
+2.30%
1 Year
+7.49%
3 Years (annualized)
+3.44%
5 Years (annualized)
+0.00%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCTIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+1.79%
vs Peers
+0.52%

FCTIX Mutual Fund Performance

FCTIX performance across multiple time periods: 1-month 0.95%, YTD 2.30%, 1-year 7.49%, 3-year 3.44%, 5-year 0.00%, 10-year 0.70%.

FCTIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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