FCCVX Mutual Fund

FCCVX Mutual Fund

NAV$36.86
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Returns Overview

1 Month
-1.09%
3 Months
-6.04%
6 Months
+9.59%
YTD
+13.73%
1 Year
+14.76%
3 Years (annualized)
+16.43%
5 Years (annualized)
+7.18%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+10.47%
vs Peers
+3.27%

FCCVX Mutual Fund Performance

FCCVX performance across multiple time periods: 1-month -1.09%, YTD 13.73%, 1-year 14.76%, 3-year 16.43%, 5-year 7.18%, 10-year 11.02%.

FCCVX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

FCCVX vs another fund shows side-by-side returns. FCCVX alternatives are available in the Mutual Fund Screener.