FOSCX Mutual Fund

FOSCX Mutual Fund

NAV$33.87
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Returns Overview

1 Month
+1.84%
3 Months
-1.80%
6 Months
+4.26%
YTD
+22.52%
1 Year
+24.84%
3 Years (annualized)
+15.64%
5 Years (annualized)
+7.06%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSCX 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)
+22.52%
Peer Avg (YTD)
+12.21%
vs Peers
+10.31%

FOSCX Mutual Fund Performance

FOSCX performance across multiple time periods: 1-month 1.84%, YTD 22.52%, 1-year 24.84%, 3-year 15.64%, 5-year 7.06%, 10-year 9.14%.

FOSCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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