FCASX Mutual Fund

FCASX Mutual Fund

NAV$33.31
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Returns Overview

1 Month
-1.28%
3 Months
-0.81%
6 Months
+11.53%
YTD
+9.72%
1 Year
+13.44%
3 Years (annualized)
+14.81%
5 Years (annualized)
+6.54%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCASX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+6.10%
vs Peers
+3.62%

FCASX Mutual Fund Performance

FCASX performance across multiple time periods: 1-month -1.28%, YTD 9.72%, 1-year 13.44%, 3-year 14.81%, 5-year 6.54%, 10-year 8.97%.

FCASX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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