FOCIX Mutual Fund

NAV$15.86

Returns Overview

1 Month
+1.82%
3 Months
+1.82%
6 Months
+8.54%
YTD
+7.86%
1 Year
+11.61%
3 Years (annualized)
+11.82%
5 Years (annualized)
+9.81%
10 Years (annualized)
+7.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+3.23%
vs Peers
+4.64%

FOCIX Mutual Fund Performance

FOCIX performance across multiple time periods: 1-month 1.82%, YTD 7.86%, 1-year 11.61%, 3-year 11.82%, 5-year 9.81%, 10-year 7.20%.

FOCIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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