FSCAX Mutual Fund

FSCAX Mutual Fund

NAV$35.85
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Returns Overview

1 Month
-0.91%
3 Months
+2.06%
6 Months
+10.72%
YTD
+15.69%
1 Year
+14.24%
3 Years (annualized)
+12.81%
5 Years (annualized)
+7.06%
10 Years (annualized)
+6.81%

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
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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)
+15.69%
Peer Avg (YTD)
+15.20%
vs Peers
+0.49%

FSCAX Mutual Fund Performance

FSCAX performance across multiple time periods: 1-month -0.91%, YTD 15.69%, 1-year 14.24%, 3-year 12.81%, 5-year 7.06%, 10-year 6.81%.

FSCAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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