FCVSX Mutual Fund

FCVSX Mutual Fund

NAV$42.26
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Returns Overview

1 Month
-5.94%
3 Months
-1.04%
6 Months
+8.99%
YTD
+14.46%
1 Year
+24.00%
3 Years (annualized)
+15.99%
5 Years (annualized)
+8.38%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVSX 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 All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+14.46%
Peer Avg (YTD)
+13.29%
vs Peers
+1.17%

FCVSX Mutual Fund Performance

FCVSX performance across multiple time periods: 1-month -5.94%, YTD 14.46%, 1-year 24.00%, 3-year 15.99%, 5-year 8.38%, 10-year 12.52%.

FCVSX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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