FNCRX Mutual Fund

FNCRX Mutual Fund

NAV$45.31
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Returns Overview

1 Month
-6.47%
3 Months
+5.50%
6 Months
-1.33%
YTD
+18.75%
1 Year
+29.70%
3 Years (annualized)
+18.27%
5 Years (annualized)
+20.35%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNCRX 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 North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+18.75%
Peer Avg (YTD)
+19.29%
vs Peers
-0.54%

FNCRX Mutual Fund Performance

FNCRX performance across multiple time periods: 1-month -6.47%, YTD 18.75%, 1-year 29.70%, 3-year 18.27%, 5-year 20.35%, 10-year 7.87%.

FNCRX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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