FCAEX Mutual Fund

FCAEX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
-0.12%
3 Months
-2.25%
6 Months
+16.67%
YTD
+12.63%
1 Year
+21.35%
3 Years (annualized)
+21.37%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+8.68%
vs Peers
+3.95%

FCAEX Mutual Fund Performance

FCAEX performance across multiple time periods: 1-month -0.12%, YTD 12.63%, 1-year 21.35%, 3-year 21.37%, 5-year 9.39%.

FCAEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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