FCSKX Mutual Fund

FCSKX Mutual Fund

NAV$25.85
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Returns Overview

1 Month
-1.61%
3 Months
-2.60%
6 Months
+10.10%
YTD
+8.08%
1 Year
+12.35%
3 Years (annualized)
+14.99%
5 Years (annualized)
+6.16%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSKX 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
ICE BofA Convertibles Total Return Alternatives Index(IBCT)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+10.47%
vs Peers
-2.39%

FCSKX Mutual Fund Performance

FCSKX performance across multiple time periods: 1-month -1.61%, YTD 8.08%, 1-year 12.35%, 3-year 14.99%, 5-year 6.16%, 10-year 12.57%.

FCSKX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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