FISCX Mutual Fund

NAV$26.81

Returns Overview

1 Month
+1.85%
3 Months
+12.88%
6 Months
+11.71%
YTD
+10.78%
1 Year
+21.54%
3 Years (annualized)
+15.17%
5 Years (annualized)
+6.60%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISCX 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 Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+18.00%
vs Peers
-7.22%

FISCX Mutual Fund Performance

FISCX performance across multiple time periods: 1-month 1.85%, YTD 10.78%, 1-year 21.54%, 3-year 15.17%, 5-year 6.60%, 10-year 13.70%.

FISCX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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