FCLCX Mutual Fund

NAV$52.32

Returns Overview

1 Month
-1.09%
3 Months
-1.68%
6 Months
+16.66%
YTD
+10.57%
1 Year
+28.99%
3 Years
+29.14%
5 Years
+20.15%
10 Years
+15.45%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FCLCX 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)
+10.57%
Peer Avg (YTD)
+11.66%
vs Peers
-1.08%

FCLCX Mutual Fund Performance

FCLCX performance across multiple time periods: 1-month -1.09%, YTD 10.57%, 1-year 28.99%, 3-year 29.14%, 5-year 20.15%, 10-year 15.45%.

FCLCX returns trail the peer average of 11.66% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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