FMCLX Mutual Fund

FMCLX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-2.35%
3 Months
+3.67%
6 Months
+10.32%
YTD
+14.60%
1 Year
+20.86%
3 Years (annualized)
+9.12%
5 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCLX 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)
+14.60%
Peer Avg (YTD)
+9.54%
vs Peers
+5.07%

FMCLX Mutual Fund Performance

FMCLX performance across multiple time periods: 1-month -2.35%, YTD 14.60%, 1-year 20.86%, 3-year 9.12%, 5-year 6.19%.

FMCLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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