FSCWX Mutual Fund

FSCWX Mutual Fund

NAV$38.21
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Returns Overview

1 Month
+3.40%
3 Months
-3.11%
6 Months
+2.01%
YTD
+12.41%
1 Year
+17.32%
3 Years (annualized)
+16.56%
5 Years (annualized)
+6.42%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCWX 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)
+12.41%
Peer Avg (YTD)
+12.21%
vs Peers
+0.20%

FSCWX Mutual Fund Performance

FSCWX performance across multiple time periods: 1-month 3.40%, YTD 12.41%, 1-year 17.32%, 3-year 16.56%, 5-year 6.42%, 10-year 7.42%.

FSCWX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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