FCSRX Mutual Fund

FCSRX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+0.84%
3 Months
+0.62%
6 Months
-0.06%
YTD
+7.73%
1 Year
+9.90%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.32%
10 Years (annualized)
+4.43%

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
PROUpgrade to run
🏦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)
+7.73%
Peer Avg (YTD)
+2.95%
vs Peers
+4.78%

FCSRX Mutual Fund Performance

FCSRX performance across multiple time periods: 1-month 0.84%, YTD 7.73%, 1-year 9.90%, 3-year 9.04%, 5-year 4.32%, 10-year 4.43%.

FCSRX returns outperform the peer average of 2.95% 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.