FICSX Mutual Fund

NAV$36.29

Returns Overview

1 Month
-3.05%
3 Months
-0.82%
6 Months
-1.01%
YTD
+4.82%
1 Year
+13.31%
3 Years (annualized)
+12.94%
5 Years (annualized)
+5.53%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICSX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+9.16%
vs Peers
-4.34%

FICSX Mutual Fund Performance

FICSX performance across multiple time periods: 1-month -3.05%, YTD 4.82%, 1-year 13.31%, 3-year 12.94%, 5-year 5.53%, 10-year 8.09%.

FICSX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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