| FCLTX | |
|---|---|
| Total return | +238.13% |
| Annualised (CAGR) | +12.96% |
| Volatility (annualised) | +20.21% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -42.73% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.65% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +238.13% in total (+12.96% a year), with a deepest drawdown of -42.73% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-15.79%), its best 2019 (+27.39%).
| Year | FCLTX |
|---|---|
| 2026 | +10.35% |
| 2025 | +24.11% |
| 2024 | +27.11% |
| 2023 | +22.34% |
| 2022 | -10.85% |
| 2021 | +16.30% |
| 2020 | +10.89% |
| 2019 | +27.39% |
| 2018 | -15.79% |
| 2017 | +19.23% |
| 2016 | +7.95% |
+238.13% in total, which works out to +12.96% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -15.79% (net of fees, dividends reinvested). Its best year was 2019 (+27.39%).
-42.73%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 232 days (about 7.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.65% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say FCLTX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -42.73% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.