FCBSX Mutual Fund

FCBSX Mutual Fund

NAV$35.39
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Returns Overview

1 Month
-5.68%
3 Months
-5.78%
6 Months
+3.72%
YTD
+2.58%
1 Year
+3.36%
3 Years (annualized)
+9.68%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCBSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+6.72%
vs Peers
-4.14%

FCBSX Mutual Fund Performance

FCBSX performance across multiple time periods: 1-month -5.68%, YTD 2.58%, 1-year 3.36%, 3-year 9.68%, 5-year 5.28%, 10-year 7.65%.

FCBSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

FCBSX vs another fund shows side-by-side returns. FCBSX alternatives are available in the Mutual Fund Screener.