FSCOX Mutual Fund

NAV$22.85

Returns Overview

3 Months
+0.53%
6 Months
+0.44%
YTD
+4.82%
1 Year
+9.53%
3 Years (annualized)
+13.09%
5 Years (annualized)
+4.07%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSCOX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+9.16%
vs Peers
-4.35%

FSCOX Mutual Fund Performance

FSCOX performance across multiple time periods: YTD 4.82%, 1-year 9.53%, 3-year 13.09%, 5-year 4.07%, 10-year 9.06%.

FSCOX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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