FCPIX Mutual Fund

FCPIX Mutual Fund

NAV$37.39
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Returns Overview

1 Month
-0.57%
3 Months
-4.24%
6 Months
+13.00%
YTD
+6.02%
1 Year
+7.19%
3 Years (annualized)
+15.24%
5 Years (annualized)
+5.49%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCPIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+8.70%
vs Peers
-2.68%

FCPIX Mutual Fund Performance

FCPIX performance across multiple time periods: 1-month -0.57%, YTD 6.02%, 1-year 7.19%, 3-year 15.24%, 5-year 5.49%, 10-year 10.05%.

FCPIX returns trail the peer average of 8.70% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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