FOSIX Mutual Fund

FOSIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.22%
3 Months
+0.33%
6 Months
+0.22%
YTD
+1.04%
1 Year
+2.48%
3 Years (annualized)
+4.70%
5 Years (annualized)
+2.15%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+2.15%
vs Peers
-1.11%

FOSIX Mutual Fund Performance

FOSIX performance across multiple time periods: 1-month 0.22%, YTD 1.04%, 1-year 2.48%, 3-year 4.70%, 5-year 2.15%, 10-year 2.16%.

FOSIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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