FNCSX Mutual Fund

NAV$48.28

Returns Overview

1 Month
-6.28%
3 Months
-6.21%
6 Months
+15.28%
YTD
+13.15%
1 Year
+40.03%
3 Years (annualized)
+17.15%
5 Years (annualized)
+17.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNCSX 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
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+14.02%
vs Peers
-0.87%

FNCSX Mutual Fund Performance

FNCSX performance across multiple time periods: 1-month -6.28%, YTD 13.15%, 1-year 40.03%, 3-year 17.15%, 5-year 17.00%.

FNCSX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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