FCTRX Mutual Fund

FCTRX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-4.98%
3 Months
-7.18%
6 Months
-4.62%
YTD
-4.40%
1 Year
-2.56%
3 Years (annualized)
+2.90%
5 Years (annualized)
-0.71%
10 Years (annualized)
+1.11%

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
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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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-4.40%
Peer Avg (YTD)
-3.84%
vs Peers
-0.56%

FCTRX Mutual Fund Performance

FCTRX performance across multiple time periods: 1-month -4.98%, YTD -4.40%, 1-year -2.56%, 3-year 2.90%, 5-year -0.71%, 10-year 1.11%.

FCTRX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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