FNCRX Mutual Fund

FNCRX Mutual Fund

NAV$45.51
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Returns Overview

1 Month
+3.40%
3 Months
-4.79%
6 Months
+5.64%
YTD
+18.57%
1 Year
+41.59%
3 Years (annualized)
+14.18%
5 Years (annualized)
+17.93%
10 Years (annualized)
+6.93%

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)
+18.57%
Peer Avg (YTD)
+19.98%
vs Peers
-1.41%

FNCRX Mutual Fund Performance

FNCRX performance across multiple time periods: 1-month 3.40%, YTD 18.57%, 1-year 41.59%, 3-year 14.18%, 5-year 17.93%, 10-year 6.93%.

FNCRX returns trail the peer average of 19.98% YTD. With an expense ratio of 1.75%, 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.