FSPCX Mutual Fund

FSPCX Mutual Fund

NAV$99.22
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Returns Overview

1 Month
+6.87%
3 Months
+13.02%
6 Months
+11.79%
YTD
+10.97%
1 Year
+14.03%
3 Years (annualized)
+16.72%
5 Years (annualized)
+14.67%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSPCX 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
MSCI US IMI Insurance 25-50 Index
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+10.67%
vs Peers
+0.30%

FSPCX Mutual Fund Performance

FSPCX performance across multiple time periods: 1-month 6.87%, YTD 10.97%, 1-year 14.03%, 3-year 16.72%, 5-year 14.67%, 10-year 13.28%.

FSPCX returns outperform the peer average of 10.67% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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