FCMQX Mutual Fund

FCMQX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-4.36%
3 Months
-6.40%
6 Months
-4.40%
YTD
-5.32%
1 Year
-3.75%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMQX 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
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-5.32%
Peer Avg (YTD)
-3.88%
vs Peers
-1.44%

FCMQX Mutual Fund Performance

FCMQX performance across multiple time periods: 1-month -4.36%, YTD -5.32%, 1-year -3.75%, 3-year 3.30%, 5-year 0.43%, 10-year 1.67%.

FCMQX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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