FICSX Mutual Fund

FICSX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
-1.33%
3 Months
-1.51%
6 Months
+7.79%
YTD
+7.08%
1 Year
+9.17%
3 Years (annualized)
+12.67%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICSX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+7.86%
vs Peers
-0.79%

FICSX Mutual Fund Performance

FICSX performance across multiple time periods: 1-month -1.33%, YTD 7.08%, 1-year 9.17%, 3-year 12.67%, 5-year 4.97%, 10-year 7.47%.

FICSX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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