FSPCX Mutual Fund

NAV$88.16

Returns Overview

1 Month
+1.18%
3 Months
+1.91%
6 Months
-0.40%
YTD
+0.44%
1 Year
-3.96%
3 Years
+13.68%
5 Years
+14.76%
10 Years
+13.37%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSPCX 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 US IMI Insurance 25-50 Index(NA)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+2.40%
vs Peers
-1.97%

FSPCX Mutual Fund Performance

FSPCX performance across multiple time periods: 1-month 1.18%, YTD 0.44%, 1-year -3.96%, 3-year 13.68%, 5-year 14.76%, 10-year 13.37%.

FSPCX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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