FISCX Mutual Fund

FISCX Mutual Fund

NAV$25.55
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Returns Overview

1 Month
-1.67%
3 Months
-2.67%
6 Months
+9.86%
YTD
+7.82%
1 Year
+11.96%
3 Years (annualized)
+14.62%
5 Years (annualized)
+5.83%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISCX 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)
+7.82%
Peer Avg (YTD)
+10.47%
vs Peers
-2.65%

FISCX Mutual Fund Performance

FISCX performance across multiple time periods: 1-month -1.67%, YTD 7.82%, 1-year 11.96%, 3-year 14.62%, 5-year 5.83%, 10-year 13.04%.

FISCX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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