FCBSX Mutual Fund

NAV$37.24

Returns Overview

1 Month
+3.21%
3 Months
+10.09%
6 Months
+9.86%
YTD
+8.88%
1 Year
+11.92%
3 Years (annualized)
+10.15%
5 Years (annualized)
+2.98%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCBSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+10.82%
vs Peers
-1.93%

FCBSX Mutual Fund Performance

FCBSX performance across multiple time periods: 1-month 3.21%, YTD 8.88%, 1-year 11.92%, 3-year 10.15%, 5-year 2.98%, 10-year 6.86%.

FCBSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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