Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCRIX (Fs Credit Income Fund) | 2.04% | 6.95% | 9.11% | 5.17% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCRIX (Fs Credit Income Fund) | 11/01/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 6.95 | 9.11 | 5.17 | NA | NA | NA | … | … | 2.04 | 7.45 | 9.66 | 13.33 | -7.73 | 7.50 | 8.27 | 13.24 | 1.20 | 1.52 |
| Sharpe Ratio | NA | 1.76 | 1.82 | 0.67 | NA | NA | NA | … | … | 0.99 | 1.50 | 2.13 | 2.15 | -1.59 | 2.69 | 0.58 | 4.65 | -0.05 | 3.50 |
| Standard Deviation(%) | NA | 2.90 | 3.36 | 4.02 | NA | NA | NA | … | … | 2.57 | 3.06 | 2.83 | 4.55 | 5.78 | 2.78 | 13.78 | 2.53 | 3.60 | 2.58 |
| Draw Down(%) | NA | 0.90 | 3.01 | 12.73 | NA | NA | NA | … | … | 0.67 | 1.60 | 0.96 | 3.30 | 12.08 | 2.05 | 26.81 | 1.40 | 5.78 | 1.04 |
| Yield(%) | 0.00 | 8.76 | 8.98 | 6.97 | 5.75 | 3.83 | 2.88 | … | … | 2.99 | 9.83 | 8.37 | 7.18 | 5.62 | 5.71 | 5.81 | 6.21 | 5.92 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCRIX (Fs Credit Income Fund) |
1.73%
Sep 2019 – Sep 2022 |
4.23%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCRIX (Fs Credit Income Fund) |
11.06%
Sep 2022 – Sep 2025 |
10.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart