FSPCX Mutual Fund

NAV$98.66

Returns Overview

1 Month
+9.05%
3 Months
+6.87%
6 Months
+1.70%
YTD
+2.61%
1 Year
+0.36%
3 Years (annualized)
+12.91%
5 Years (annualized)
+13.02%
10 Years (annualized)
+12.52%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI US IMI Insurance 25-50 Index
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+8.61%
vs Peers
-6.00%

FSPCX Mutual Fund Performance

FSPCX performance across multiple time periods: 1-month 9.05%, YTD 2.61%, 1-year 0.36%, 3-year 12.91%, 5-year 13.02%, 10-year 12.52%.

FSPCX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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