FOCIX Mutual Fund

FOCIX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
+6.17%
3 Months
+1.49%
6 Months
+3.30%
YTD
+11.51%
1 Year
+13.71%
3 Years (annualized)
+12.32%
5 Years (annualized)
+10.38%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+1.93%
vs Peers
+9.58%

FOCIX Mutual Fund Performance

FOCIX performance across multiple time periods: 1-month 6.17%, YTD 11.51%, 1-year 13.71%, 3-year 12.32%, 5-year 10.38%, 10-year 7.19%.

FOCIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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