FICVX Mutual Fund

FICVX Mutual Fund

NAV$40.75
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Returns Overview

1 Month
-1.00%
3 Months
-5.77%
6 Months
+10.15%
YTD
+12.61%
1 Year
+15.97%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.15%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+10.47%
vs Peers
+2.15%

FICVX Mutual Fund Performance

FICVX performance across multiple time periods: 1-month -1.00%, YTD 12.61%, 1-year 15.97%, 3-year 17.28%, 5-year 8.15%, 10-year 12.54%.

FICVX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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