FRCZX Mutual Fund

NAV$10.93
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.66%
3 Months
+2.00%
6 Months
+1.86%
YTD
+1.86%
1 Year
+5.88%
3 Years (annualized)
+3.61%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCZX 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

Benchmark
Bloomberg Municipal M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+1.98%
vs Peers
-0.12%

FRCZX Mutual Fund Performance

FRCZX performance across multiple time periods: 1-month 0.66%, YTD 1.86%, 1-year 5.88%, 3-year 3.61%, 5-year 1.07%, 10-year 1.59%.

FRCZX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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