FCHTX Mutual Fund

FCHTX Mutual Fund

NAV$26.26
See how much of FCHTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.85%
3 Months
-1.55%
6 Months
+12.09%
YTD
+8.09%
1 Year
+18.77%
3 Years (annualized)
+22.70%
5 Years (annualized)
+14.20%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+7.09%
vs Peers
+1.00%

FCHTX Mutual Fund Performance

FCHTX performance across multiple time periods: 1-month -1.85%, YTD 8.09%, 1-year 18.77%, 3-year 22.70%, 5-year 14.20%, 10-year 11.76%.

FCHTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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