FSCPX Mutual Fund

NAV$67.16

Returns Overview

1 Month
-2.14%
3 Months
+9.61%
6 Months
+0.65%
YTD
+0.86%
1 Year
+12.48%
3 Years (annualized)
+13.91%
5 Years (annualized)
+8.85%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCPX 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
MSCI US IMI/Consumer Discretionary 25/50
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+4.01%
vs Peers
-3.15%

FSCPX Mutual Fund Performance

FSCPX performance across multiple time periods: 1-month -2.14%, YTD 0.86%, 1-year 12.48%, 3-year 13.91%, 5-year 8.85%, 10-year 14.91%.

FSCPX returns trail the peer average of 4.01% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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