FISCX Mutual Fund

FISCX Mutual Fund

NAV$25.76
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Returns Overview

1 Month
+0.38%
3 Months
+0.81%
6 Months
+8.61%
YTD
+9.65%
1 Year
+17.11%
3 Years (annualized)
+14.62%
5 Years (annualized)
+5.83%
10 Years (annualized)
+13.04%

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
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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 Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+12.29%
vs Peers
-2.64%

FISCX Mutual Fund Performance

FISCX performance across multiple time periods: 1-month 0.38%, YTD 9.65%, 1-year 17.11%, 3-year 14.62%, 5-year 5.83%, 10-year 13.04%.

FISCX returns trail the peer average of 12.29% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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