FOCIX Mutual Fund

FOCIX Mutual Fund

NAV$15.99
See how much of FOCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.87%
3 Months
+1.79%
6 Months
+8.09%
YTD
+9.88%
1 Year
+12.82%
3 Years (annualized)
+12.08%
5 Years (annualized)
+10.50%
10 Years (annualized)
+7.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+0.12%
vs Peers
+9.76%

FOCIX Mutual Fund Performance

FOCIX performance across multiple time periods: 1-month 1.87%, YTD 9.88%, 1-year 12.82%, 3-year 12.08%, 5-year 10.50%, 10-year 7.18%.

FOCIX returns outperform the peer average of 0.12% 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.