FCTRX Mutual Fund

NAV$9.56

Returns Overview

1 Month
+0.73%
3 Months
+2.47%
6 Months
+2.70%
YTD
+2.70%
1 Year
+7.76%
3 Years (annualized)
+4.07%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCTRX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+1.79%
vs Peers
+0.92%

FCTRX Mutual Fund Performance

FCTRX performance across multiple time periods: 1-month 0.73%, YTD 2.70%, 1-year 7.76%, 3-year 4.07%, 5-year 0.65%, 10-year 1.80%.

FCTRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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