FRCSX Mutual Fund

FRCSX Mutual Fund

NAV$74.23
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Returns Overview

1 Month
+1.29%
3 Months
+7.43%
6 Months
+13.59%
YTD
+22.88%
1 Year
+31.67%
3 Years (annualized)
+15.40%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRCSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.88%
Peer Avg (YTD)
+15.31%
vs Peers
+7.57%

FRCSX Mutual Fund Performance

FRCSX performance across multiple time periods: 1-month 1.29%, YTD 22.88%, 1-year 31.67%, 3-year 15.40%, 5-year 9.86%, 10-year 11.74%.

FRCSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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