FMCAX Mutual Fund

NAV$52.91

Returns Overview

1 Month
+5.04%
3 Months
+17.97%
6 Months
+22.78%
YTD
+21.18%
1 Year
+31.07%
3 Years (annualized)
+17.25%
5 Years (annualized)
+9.51%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCAX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.18%
Peer Avg (YTD)
+10.82%
vs Peers
+10.36%

FMCAX Mutual Fund Performance

FMCAX performance across multiple time periods: 1-month 5.04%, YTD 21.18%, 1-year 31.07%, 3-year 17.25%, 5-year 9.51%, 10-year 12.37%.

FMCAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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