FNCRX Mutual Fund

FNCRX Mutual Fund

NAV$44.51
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Returns Overview

1 Month
+9.10%
3 Months
+5.63%
6 Months
+4.46%
YTD
+29.36%
1 Year
+44.57%
3 Years (annualized)
+18.27%
5 Years (annualized)
+20.35%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNCRX 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 North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+29.36%
Peer Avg (YTD)
+25.30%
vs Peers
+4.06%

FNCRX Mutual Fund Performance

FNCRX performance across multiple time periods: 1-month 9.10%, YTD 29.36%, 1-year 44.57%, 3-year 18.27%, 5-year 20.35%, 10-year 7.87%.

FNCRX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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