FOSCX Mutual Fund

FOSCX Mutual Fund

NAV$34.47
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Returns Overview

1 Month
-1.85%
3 Months
+6.17%
6 Months
+16.88%
YTD
+24.76%
1 Year
+27.31%
3 Years (annualized)
+10.70%
5 Years (annualized)
+8.39%
10 Years (annualized)
+9.26%

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)
+24.76%
Peer Avg (YTD)
+15.31%
vs Peers
+9.45%

FOSCX Mutual Fund Performance

FOSCX performance across multiple time periods: 1-month -1.85%, YTD 24.76%, 1-year 27.31%, 3-year 10.70%, 5-year 8.39%, 10-year 9.26%.

FOSCX returns outperform the peer average of 15.31% 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.