FOSCX Mutual Fund

NAV$35.97

Returns Overview

1 Month
+7.98%
3 Months
+22.08%
6 Months
+28.38%
YTD
+27.12%
1 Year
+29.80%
3 Years (annualized)
+13.07%
5 Years (annualized)
+8.72%
10 Years (annualized)
+10.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+27.12%
Peer Avg (YTD)
+18.52%
vs Peers
+8.60%

FOSCX Mutual Fund Performance

FOSCX performance across multiple time periods: 1-month 7.98%, YTD 27.12%, 1-year 29.80%, 3-year 13.07%, 5-year 8.72%, 10-year 10.03%.

FOSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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