FCSTX Mutual Fund

FCSTX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
-2.37%
3 Months
-2.60%
6 Months
-1.83%
YTD
-2.47%
1 Year
-1.81%
3 Years (annualized)
+2.99%
5 Years (annualized)
+0.94%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSTX 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 1-7 Year Non-AMT Index
This Mutual Fund (YTD)
-2.47%
Peer Avg (YTD)
-3.88%
vs Peers
+1.40%

FCSTX Mutual Fund Performance

FCSTX performance across multiple time periods: 1-month -2.37%, YTD -2.47%, 1-year -1.81%, 3-year 2.99%, 5-year 0.94%, 10-year 1.35%.

FCSTX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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