FCSKX Mutual Fund

NAV$27.13

Returns Overview

1 Month
+1.91%
3 Months
+13.04%
6 Months
+11.93%
YTD
+10.96%
1 Year
+22.00%
3 Years (annualized)
+15.55%
5 Years (annualized)
+6.95%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSKX 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
ICE BofA Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+18.00%
vs Peers
-7.04%

FCSKX Mutual Fund Performance

FCSKX performance across multiple time periods: 1-month 1.91%, YTD 10.96%, 1-year 22.00%, 3-year 15.55%, 5-year 6.95%, 10-year 13.28%.

FCSKX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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