FCAZX Mutual Fund

FCAZX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-0.59%
3 Months
+1.19%
6 Months
+13.82%
YTD
+7.07%
1 Year
+9.53%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.32%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCAZX 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)
+7.07%
Peer Avg (YTD)
+6.10%
vs Peers
+0.97%

FCAZX Mutual Fund Performance

FCAZX performance across multiple time periods: 1-month -0.59%, YTD 7.07%, 1-year 9.53%, 3-year 15.30%, 5-year 7.32%, 10-year 11.04%.

FCAZX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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