FCVSX Mutual Fund

NAV$42.13

Returns Overview

1 Month
-0.96%
3 Months
+16.93%
6 Months
+21.68%
YTD
+19.55%
1 Year
+35.41%
3 Years (annualized)
+19.36%
5 Years (annualized)
+9.53%
10 Years (annualized)
+13.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+19.55%
Peer Avg (YTD)
+18.00%
vs Peers
+1.54%

FCVSX Mutual Fund Performance

FCVSX performance across multiple time periods: 1-month -0.96%, YTD 19.55%, 1-year 35.41%, 3-year 19.36%, 5-year 9.53%, 10-year 13.55%.

FCVSX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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