FOSFX Mutual Fund

FOSFX Mutual Fund

NAV$77.97
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Returns Overview

1 Month
-2.40%
3 Months
+1.72%
6 Months
+2.12%
YTD
+4.74%
1 Year
+9.33%
3 Years (annualized)
+11.69%
5 Years (annualized)
+4.89%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+6.23%
vs Peers
-1.50%

FOSFX Mutual Fund Performance

FOSFX performance across multiple time periods: 1-month -2.40%, YTD 4.74%, 1-year 9.33%, 3-year 11.69%, 5-year 4.89%, 10-year 8.82%.

FOSFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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