FSCVX Mutual Fund

FSCVX Mutual Fund

NAV$31.19
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Returns Overview

1 Month
-1.39%
3 Months
+4.96%
6 Months
+10.59%
YTD
+15.26%
1 Year
+22.78%
3 Years (annualized)
+11.18%
5 Years (annualized)
+7.07%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCVX 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)
+15.26%
Peer Avg (YTD)
+15.31%
vs Peers
-0.05%

FSCVX Mutual Fund Performance

FSCVX performance across multiple time periods: 1-month -1.39%, YTD 15.26%, 1-year 22.78%, 3-year 11.18%, 5-year 7.07%, 10-year 6.79%.

FSCVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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