FTCLX Mutual Fund

FTCLX Mutual Fund

NAV$22.01
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Returns Overview

3 Months
+2.76%
6 Months
+4.27%
YTD
+5.28%
1 Year
+10.90%
3 Years (annualized)
+12.80%
5 Years (annualized)
+6.41%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTCLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+6.57%
vs Peers
-1.29%

FTCLX Mutual Fund Performance

FTCLX performance across multiple time periods: YTD 5.28%, 1-year 10.90%, 3-year 12.80%, 5-year 6.41%, 10-year 9.88%.

FTCLX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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