FSCVX Mutual Fund

FSCVX Mutual Fund

NAV$29.69
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Returns Overview

1 Month
-0.96%
3 Months
+1.88%
6 Months
+10.31%
YTD
+14.15%
1 Year
+13.41%
3 Years (annualized)
+11.96%
5 Years (annualized)
+6.26%
10 Years (annualized)
+6.45%

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
PROUpgrade to run
🏦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)
+14.15%
Peer Avg (YTD)
+15.20%
vs Peers
-1.04%

FSCVX Mutual Fund Performance

FSCVX performance across multiple time periods: 1-month -0.96%, YTD 14.15%, 1-year 13.41%, 3-year 11.96%, 5-year 6.26%, 10-year 6.45%.

FSCVX returns trail the peer average of 15.20% 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.