FSCWX Mutual Fund

NAV$40.24

Returns Overview

1 Month
+4.41%
3 Months
+17.87%
6 Months
+18.57%
YTD
+17.52%
1 Year
+25.91%
3 Years (annualized)
+15.37%
5 Years (annualized)
+8.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.52%
Peer Avg (YTD)
+18.52%
vs Peers
-1.01%

FSCWX Mutual Fund Performance

FSCWX performance across multiple time periods: 1-month 4.41%, YTD 17.52%, 1-year 25.91%, 3-year 15.37%, 5-year 8.35%.

FSCWX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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