FCLCX Mutual Fund

FCLCX Mutual Fund

NAV$47.65
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Returns Overview

1 Month
-4.40%
3 Months
-12.12%
6 Months
+3.56%
YTD
+5.43%
1 Year
+11.99%
3 Years (annualized)
+23.20%
5 Years (annualized)
+19.69%
10 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLCX 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
MSCI US IMI/Industrials 25/50
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+4.44%
vs Peers
+0.99%

FCLCX Mutual Fund Performance

FCLCX performance across multiple time periods: 1-month -4.40%, YTD 5.43%, 1-year 11.99%, 3-year 23.20%, 5-year 19.69%, 10-year 15.03%.

FCLCX returns outperform the peer average of 4.44% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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