FCAVX Mutual Fund

FCAVX Mutual Fund

NAV$6.33
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Returns Overview

1 Month
-4.50%
3 Months
-7.01%
6 Months
-5.06%
YTD
-6.18%
1 Year
-5.34%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
-6.18%
Peer Avg (YTD)
-3.88%
vs Peers
-2.31%

FCAVX Mutual Fund Performance

FCAVX performance across multiple time periods: 1-month -4.50%, YTD -6.18%, 1-year -5.34%, 3-year 3.73%, 5-year 0.34%, 10-year 1.84%.

FCAVX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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