FRCTX Mutual Fund

FRCTX Mutual Fund

NAV$6.56
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Returns Overview

1 Month
+3.02%
3 Months
-1.86%
6 Months
-2.34%
YTD
-1.45%
1 Year
-1.22%
3 Years (annualized)
+4.11%
5 Years (annualized)
-0.40%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCTX 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
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📉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
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
-0.12%
vs Peers
-1.33%

FRCTX Mutual Fund Performance

FRCTX performance across multiple time periods: 1-month 3.02%, YTD -1.45%, 1-year -1.22%, 3-year 4.11%, 5-year -0.40%, 10-year 1.23%.

FRCTX returns trail the peer average of -0.12% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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