FRCLX Mutual Fund

NAV$13.91

Returns Overview

1 Month
+1.10%
3 Months
+14.87%
6 Months
+14.02%
YTD
+13.01%
1 Year
+26.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCLX 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

This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+7.64%
vs Peers
+5.37%

FRCLX Mutual Fund Performance

FRCLX performance across multiple time periods: 1-month 1.10%, YTD 13.01%, 1-year 26.60%.

FRCLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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