FCSZX Mutual Fund

FCSZX Mutual Fund

NAV$25.21
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Returns Overview

1 Month
-2.11%
3 Months
-3.31%
6 Months
+1.86%
YTD
+5.74%
1 Year
+8.02%
3 Years (annualized)
+16.25%
5 Years (annualized)
+4.92%
10 Years (annualized)
+12.28%

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
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 Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+5.45%
vs Peers
+0.29%

FCSZX Mutual Fund Performance

FCSZX performance across multiple time periods: 1-month -2.11%, YTD 5.74%, 1-year 8.02%, 3-year 16.25%, 5-year 4.92%, 10-year 12.28%.

FCSZX returns outperform the peer average of 5.45% 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.