FCLAX Mutual Fund

NAV$66.48

Returns Overview

1 Month
-1.04%
3 Months
-1.51%
6 Months
+16.58%
YTD
+10.92%
1 Year
+29.41%
3 Years
+29.93%
5 Years
+15.62%
10 Years
+13.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FCLAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Industrials 25/50(NA)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+11.66%
vs Peers
-0.74%

FCLAX Mutual Fund Performance

FCLAX performance across multiple time periods: 1-month -1.04%, YTD 10.92%, 1-year 29.41%, 3-year 29.93%, 5-year 15.62%, 10-year 13.60%.

FCLAX returns trail the peer average of 11.66% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

FCLAX performance comparison shows side-by-side returns with another fund. FCLAX alternatives are available in the Mutual Fund Screener.