FOCSX Mutual Fund

FOCSX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
+2.15%
3 Months
+2.95%
6 Months
+16.72%
YTD
+22.83%
1 Year
+32.28%
3 Years (annualized)
+21.05%
5 Years (annualized)
+7.29%

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)
+22.83%
Peer Avg (YTD)
+15.20%
vs Peers
+7.63%

FOCSX Mutual Fund Performance

FOCSX performance across multiple time periods: 1-month 2.15%, YTD 22.83%, 1-year 32.28%, 3-year 21.05%, 5-year 7.29%.

FOCSX returns outperform the peer average of 15.20% 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.