FSCEX Mutual Fund

NAV$19.46

Returns Overview

1 Month
-2.41%
3 Months
+5.08%
6 Months
+12.68%
YTD
+18.80%
1 Year
+42.29%
3 Years (annualized)
+19.48%
5 Years (annualized)
+14.27%
10 Years (annualized)
+18.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+18.52%
vs Peers
+0.28%

FSCEX Mutual Fund Performance

FSCEX performance across multiple time periods: 1-month -2.41%, YTD 18.80%, 1-year 42.29%, 3-year 19.48%, 5-year 14.27%, 10-year 18.32%.

FSCEX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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