FRCTX Mutual Fund

FRCTX Mutual Fund

NAV$6.34
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Returns Overview

1 Month
-0.19%
3 Months
-1.10%
6 Months
-1.88%
YTD
+0.23%
1 Year
+4.70%
3 Years (annualized)
+3.06%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.21%

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
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
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.17%
vs Peers
+0.06%

FRCTX Mutual Fund Performance

FRCTX performance across multiple time periods: 1-month -0.19%, YTD 0.23%, 1-year 4.70%, 3-year 3.06%, 5-year -0.31%, 10-year 1.21%.

FRCTX returns outperform the peer average of 0.17% 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.