FCCVX Mutual Fund

FCCVX Mutual Fund

NAV$42.68
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Returns Overview

1 Month
-6.01%
3 Months
-1.29%
6 Months
+8.39%
YTD
+13.76%
1 Year
+22.69%
3 Years (annualized)
+14.75%
5 Years (annualized)
+7.23%
10 Years (annualized)
+11.32%

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)
+13.76%
Peer Avg (YTD)
+13.29%
vs Peers
+0.47%

FCCVX Mutual Fund Performance

FCCVX performance across multiple time periods: 1-month -6.01%, YTD 13.76%, 1-year 22.69%, 3-year 14.75%, 5-year 7.23%, 10-year 11.32%.

FCCVX returns outperform the peer average of 13.29% 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.