FSCFX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+6.60%
3 Months
+9.50%
6 Months
+13.06%
YTD
+11.54%
1 Year
+14.90%
3 Years (annualized)
+2.94%
5 Years (annualized)
+10.19%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCFX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+10.68%
vs Peers
+0.87%

FSCFX Mutual Fund Performance

FSCFX performance across multiple time periods: 1-month 6.60%, YTD 11.54%, 1-year 14.90%, 3-year 2.94%, 5-year 10.19%, 10-year 8.77%.

FSCFX returns outperform the peer average of 10.68% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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