FSCAX Mutual Fund

NAV$38.44

Returns Overview

1 Month
+4.39%
3 Months
+17.78%
6 Months
+18.33%
YTD
+17.31%
1 Year
+25.42%
3 Years (annualized)
+14.89%
5 Years (annualized)
+7.93%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.31%
Peer Avg (YTD)
+18.52%
vs Peers
-1.22%

FSCAX Mutual Fund Performance

FSCAX performance across multiple time periods: 1-month 4.39%, YTD 17.31%, 1-year 25.42%, 3-year 14.89%, 5-year 7.93%, 10-year 7.79%.

FSCAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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