FRCSX Mutual Fund

FRCSX Mutual Fund

NAV$70.13
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Returns Overview

1 Month
-1.20%
3 Months
+4.53%
6 Months
+8.54%
YTD
+21.40%
1 Year
+23.32%
3 Years (annualized)
+15.78%
5 Years (annualized)
+8.94%
10 Years (annualized)
+10.41%

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)
+21.40%
Peer Avg (YTD)
+15.20%
vs Peers
+6.20%

FRCSX Mutual Fund Performance

FRCSX performance across multiple time periods: 1-month -1.20%, YTD 21.40%, 1-year 23.32%, 3-year 15.78%, 5-year 8.94%, 10-year 10.41%.

FRCSX returns outperform the peer average of 15.20% 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.