FCSRX Mutual Fund

FCSRX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+1.94%
3 Months
-0.67%
6 Months
+3.84%
YTD
+7.07%
1 Year
+13.03%
3 Years (annualized)
+7.44%
5 Years (annualized)
+4.69%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+3.39%
vs Peers
+3.68%

FCSRX Mutual Fund Performance

FCSRX performance across multiple time periods: 1-month 1.94%, YTD 7.07%, 1-year 13.03%, 3-year 7.44%, 5-year 4.69%, 10-year 4.45%.

FCSRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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