FCCIX Mutual Fund

FCCIX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
-3.35%
3 Months
-4.62%
6 Months
-3.34%
YTD
-4.07%
1 Year
-3.39%
3 Years (annualized)
+2.70%
5 Years (annualized)
+0.08%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCIX 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 M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
-4.07%
Peer Avg (YTD)
-3.88%
vs Peers
-0.20%

FCCIX Mutual Fund Performance

FCCIX performance across multiple time periods: 1-month -3.35%, YTD -4.07%, 1-year -3.39%, 3-year 2.70%, 5-year 0.08%, 10-year 0.79%.

FCCIX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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