| FCMVX | |
|---|---|
| Total return | +196.27% |
| Annualised (CAGR) | +12.31% |
| Volatility (annualised) | +19.71% |
| Sharpe (rf = 0) | 0.62 |
| Deepest drawdown | -44.61% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.09% (as of 2026-10-02) |
Over the 9.4 years to 2026-10-02 the fund returned +196.27% in total (+12.31% a year), with a deepest drawdown of -44.61% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-18.66%), its best 2021 (+34.12%).
| Year | FCMVX |
|---|---|
| 2026 | +21.00% |
| 2025 | +12.58% |
| 2024 | +28.85% |
| 2023 | +23.09% |
| 2022 | -10.25% |
| 2021 | +34.12% |
| 2020 | +0.54% |
| 2019 | +23.66% |
| 2018 | -18.66% |
| 2017 | +12.66% |
+196.27% in total, which works out to +12.31% a year over the 9 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 -18.66% (net of fees, dividends reinvested). Its best year was 2021 (+34.12%).
-44.61%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 289 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.09% 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 FCMVX 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 -44.61% 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.