FCLKX Mutual Fund

FCLKX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
-1.69%
3 Months
+0.84%
6 Months
+13.11%
YTD
+9.65%
1 Year
+16.56%
3 Years (annualized)
+24.52%
5 Years (annualized)
+16.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCLKX 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)
+9.65%
Peer Avg (YTD)
+10.00%
vs Peers
-0.35%

FCLKX Mutual Fund Performance

FCLKX performance across multiple time periods: 1-month -1.69%, YTD 9.65%, 1-year 16.56%, 3-year 24.52%, 5-year 16.98%.

FCLKX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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