FOCSX Mutual Fund

FOCSX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
-1.05%
3 Months
-3.94%
6 Months
+1.43%
YTD
+14.09%
1 Year
+15.22%
3 Years (annualized)
+23.68%
5 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCSX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+12.21%
vs Peers
+1.88%

FOCSX Mutual Fund Performance

FOCSX performance across multiple time periods: 1-month -1.05%, YTD 14.09%, 1-year 15.22%, 3-year 23.68%, 5-year 5.70%.

FOCSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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