FFOBX Mutual Fund

FFOBX Mutual Fund

NAV$90.67
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Returns Overview

1 Month
+11.30%
3 Months
+0.70%
6 Months
+21.92%
YTD
+39.74%
1 Year
+47.31%
3 Years (annualized)
+15.90%
5 Years (annualized)
+25.38%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFOBX 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 USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+39.74%
Peer Avg (YTD)
+19.98%
vs Peers
+19.76%

FFOBX Mutual Fund Performance

FFOBX performance across multiple time periods: 1-month 11.30%, YTD 39.74%, 1-year 47.31%, 3-year 15.90%, 5-year 25.38%, 10-year 9.71%.

FFOBX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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