FOSBX Mutual Fund

FOSBX Mutual Fund

NAV$34.40
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Returns Overview

1 Month
+0.14%
3 Months
+6.18%
6 Months
+14.59%
YTD
+26.36%
1 Year
+22.07%
3 Years (annualized)
+11.87%
5 Years (annualized)
+8.20%
10 Years (annualized)
+9.20%

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)
+26.36%
Peer Avg (YTD)
+15.20%
vs Peers
+11.16%

FOSBX Mutual Fund Performance

FOSBX performance across multiple time periods: 1-month 0.14%, YTD 26.36%, 1-year 22.07%, 3-year 11.87%, 5-year 8.20%, 10-year 9.20%.

FOSBX returns outperform the peer average of 15.20% 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.