FMCSX Mutual Fund

NAV$50.90

Returns Overview

1 Month
-3.85%
3 Months
-3.42%
6 Months
+4.91%
YTD
+7.95%
1 Year
+31.70%
3 Years (annualized)
+17.58%
5 Years (annualized)
+12.19%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCSX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+10.82%
vs Peers
-2.86%

FMCSX Mutual Fund Performance

FMCSX performance across multiple time periods: 1-month -3.85%, YTD 7.95%, 1-year 31.70%, 3-year 17.58%, 5-year 12.19%, 10-year 14.47%.

FMCSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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