FCISX Mutual Fund

NAV$2.61

Returns Overview

1 Month
-0.75%
3 Months
+1.57%
6 Months
+4.38%
YTD
+3.97%
1 Year
+11.04%
3 Years (annualized)
+9.16%
5 Years (annualized)
+6.07%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCISX 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
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+5.87%
vs Peers
-1.89%

FCISX Mutual Fund Performance

FCISX performance across multiple time periods: 1-month -0.75%, YTD 3.97%, 1-year 11.04%, 3-year 9.16%, 5-year 6.07%, 10-year 6.93%.

FCISX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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