FOCSX Mutual Fund

FOCSX Mutual Fund

NAV$25.02
See how much of FOCSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.99%
3 Months
+5.59%
6 Months
+15.63%
YTD
+20.24%
1 Year
+33.33%
3 Years (annualized)
+18.86%
5 Years (annualized)
+8.67%

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
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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+15.31%
vs Peers
+4.93%

FOCSX Mutual Fund Performance

FOCSX performance across multiple time periods: 1-month -5.99%, YTD 20.24%, 1-year 33.33%, 3-year 18.86%, 5-year 8.67%.

FOCSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.61%, 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.