FOBAX Mutual Fund

FOBAX Mutual Fund

NAV$21.08
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Returns Overview

1 Month
+1.49%
3 Months
+2.57%
6 Months
+4.93%
YTD
+6.08%
1 Year
+9.67%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.28%
vs Peers
-0.21%

FOBAX Mutual Fund Performance

FOBAX performance across multiple time periods: 1-month 1.49%, YTD 6.08%, 1-year 9.67%, 3-year 11.64%, 5-year 6.61%, 10-year 8.98%.

FOBAX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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