FMCAX Mutual Fund

FMCAX Mutual Fund

NAV$51.05
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Returns Overview

1 Month
+0.82%
3 Months
+2.10%
6 Months
+8.90%
YTD
+19.35%
1 Year
+23.58%
3 Years (annualized)
+15.93%
5 Years (annualized)
+8.59%
10 Years (annualized)
+11.46%

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
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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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+19.35%
Peer Avg (YTD)
+9.89%
vs Peers
+9.46%

FMCAX Mutual Fund Performance

FMCAX performance across multiple time periods: 1-month 0.82%, YTD 19.35%, 1-year 23.58%, 3-year 15.93%, 5-year 8.59%, 10-year 11.46%.

FMCAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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