FCCRX Mutual Fund

FCCRX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
-3.30%
3 Months
-4.46%
6 Months
-2.54%
YTD
-2.76%
1 Year
-1.43%
3 Years (annualized)
+3.37%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCRX 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)
-2.76%
Peer Avg (YTD)
-3.88%
vs Peers
+1.11%

FCCRX Mutual Fund Performance

FCCRX performance across multiple time periods: 1-month -3.30%, YTD -2.76%, 1-year -1.43%, 3-year 3.37%, 5-year 0.77%, 10-year 1.46%.

FCCRX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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