FSCAX Mutual Fund

FSCAX Mutual Fund

NAV$37.63
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Returns Overview

1 Month
-1.34%
3 Months
+5.16%
6 Months
+11.01%
YTD
+16.74%
1 Year
+23.74%
3 Years (annualized)
+12.02%
5 Years (annualized)
+7.87%
10 Years (annualized)
+7.15%

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)
+16.74%
Peer Avg (YTD)
+15.31%
vs Peers
+1.43%

FSCAX Mutual Fund Performance

FSCAX performance across multiple time periods: 1-month -1.34%, YTD 16.74%, 1-year 23.74%, 3-year 12.02%, 5-year 7.87%, 10-year 7.15%.

FSCAX returns outperform the peer average of 15.31% 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.