FRCZX Mutual Fund

FRCZX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
-3.21%
3 Months
-4.77%
6 Months
-3.73%
YTD
-4.69%
1 Year
-4.25%
3 Years (annualized)
+3.34%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCZX 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 Municipal M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
-4.69%
Peer Avg (YTD)
-3.88%
vs Peers
-0.81%

FRCZX Mutual Fund Performance

FRCZX performance across multiple time periods: 1-month -3.21%, YTD -4.69%, 1-year -4.25%, 3-year 3.34%, 5-year 0.74%, 10-year 1.44%.

FRCZX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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