FCMAX Mutual Fund

FCMAX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-4.38%
3 Months
-6.46%
6 Months
-4.50%
YTD
-5.44%
1 Year
-3.93%
3 Years (annualized)
+2.97%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMAX 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
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📉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
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-5.44%
Peer Avg (YTD)
-3.88%
vs Peers
-1.57%

FCMAX Mutual Fund Performance

FCMAX performance across multiple time periods: 1-month -4.38%, YTD -5.44%, 1-year -3.93%, 3-year 2.97%, 5-year 0.29%, 10-year 1.53%.

FCMAX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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