FCSZX Mutual Fund

NAV$26.35

Returns Overview

1 Month
+1.88%
3 Months
+12.99%
6 Months
+11.85%
YTD
+10.92%
1 Year
+21.89%
3 Years (annualized)
+15.47%
5 Years (annualized)
+6.87%
10 Years (annualized)
+13.19%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+10.92%
Peer Avg (YTD)
+18.00%
vs Peers
-7.09%

FCSZX Mutual Fund Performance

FCSZX performance across multiple time periods: 1-month 1.88%, YTD 10.92%, 1-year 21.89%, 3-year 15.47%, 5-year 6.87%, 10-year 13.19%.

FCSZX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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