FOSBX Mutual Fund

FOSBX Mutual Fund

NAV$35.21
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Returns Overview

1 Month
-1.84%
3 Months
+6.25%
6 Months
+17.05%
YTD
+26.17%
1 Year
+27.61%
3 Years (annualized)
+10.93%
5 Years (annualized)
+8.61%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSBX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.17%
Peer Avg (YTD)
+15.31%
vs Peers
+10.86%

FOSBX Mutual Fund Performance

FOSBX performance across multiple time periods: 1-month -1.84%, YTD 26.17%, 1-year 27.61%, 3-year 10.93%, 5-year 8.61%, 10-year 9.46%.

FOSBX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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