FRCTX Mutual Fund

FRCTX Mutual Fund

NAV$6.65
See how much of FRCTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.05%
3 Months
-0.50%
6 Months
-0.30%
YTD
+0.42%
1 Year
+5.69%
3 Years (annualized)
+2.65%
5 Years (annualized)
-0.39%
10 Years (annualized)
+1.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.42%
Peer Avg (YTD)
+0.39%
vs Peers
+0.03%

FRCTX Mutual Fund Performance

FRCTX performance across multiple time periods: 1-month -2.05%, YTD 0.42%, 1-year 5.69%, 3-year 2.65%, 5-year -0.39%, 10-year 1.26%.

FRCTX returns outperform the peer average of 0.39% 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.