FCSRX Mutual Fund

NAV$9.21

Returns Overview

1 Month
+0.88%
3 Months
-1.07%
6 Months
+1.66%
YTD
+5.98%
1 Year
+11.16%
3 Years (annualized)
+7.63%
5 Years (annualized)
+4.65%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+4.14%
vs Peers
+1.84%

FCSRX Mutual Fund Performance

FCSRX performance across multiple time periods: 1-month 0.88%, YTD 5.98%, 1-year 11.16%, 3-year 7.63%, 5-year 4.65%, 10-year 4.24%.

FCSRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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