FXCTX Mutual Fund

FXCTX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+3.66%
3 Months
-1.93%
6 Months
-2.70%
YTD
-1.72%
1 Year
-1.36%
3 Years (annualized)
+4.78%
5 Years (annualized)
-0.16%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FXCTX 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 index(BBGMBI)
This Mutual Fund (YTD)
-1.72%
Peer Avg (YTD)
-0.87%
vs Peers
-0.86%

FXCTX Mutual Fund Performance

FXCTX performance across multiple time periods: 1-month 3.66%, YTD -1.72%, 1-year -1.36%, 3-year 4.78%, 5-year -0.16%, 10-year 0.91%.

FXCTX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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