FICVX Mutual Fund

NAV$42.52

Returns Overview

1 Month
-0.99%
3 Months
+16.89%
6 Months
+21.65%
YTD
+19.51%
1 Year
+35.35%
3 Years (annualized)
+19.32%
5 Years (annualized)
+9.50%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICVX 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)
+19.51%
Peer Avg (YTD)
+18.00%
vs Peers
+1.51%

FICVX Mutual Fund Performance

FICVX performance across multiple time periods: 1-month -0.99%, YTD 19.51%, 1-year 35.35%, 3-year 19.32%, 5-year 9.50%, 10-year 13.52%.

FICVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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