FCCVX Mutual Fund

NAV$40.77

Returns Overview

1 Month
-5.67%
3 Months
-0.63%
6 Months
+6.25%
YTD
+11.48%
1 Year
+33.95%
3 Years (annualized)
+18.10%
5 Years (annualized)
+8.37%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCCVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+18.00%
vs Peers
-6.52%

FCCVX Mutual Fund Performance

FCCVX performance across multiple time periods: 1-month -5.67%, YTD 11.48%, 1-year 33.95%, 3-year 18.10%, 5-year 8.37%, 10-year 12.36%.

FCCVX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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