FCSZX Mutual Fund

FCSZX Mutual Fund

NAV$25.60
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Returns Overview

1 Month
-1.40%
3 Months
+5.35%
6 Months
+8.19%
YTD
+9.36%
1 Year
+18.94%
3 Years (annualized)
+14.21%
5 Years (annualized)
+6.49%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSZX 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
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📉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 Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+13.29%
vs Peers
-3.92%

FCSZX Mutual Fund Performance

FCSZX performance across multiple time periods: 1-month -1.40%, YTD 9.36%, 1-year 18.94%, 3-year 14.21%, 5-year 6.49%, 10-year 12.53%.

FCSZX returns trail the peer average of 13.29% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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