FOSIX Mutual Fund

FOSIX Mutual Fund

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Returns Overview

1 Month
-0.00%
3 Months
+0.32%
6 Months
+0.50%
YTD
+0.82%
1 Year
+3.25%
3 Years (annualized)
+4.74%
5 Years (annualized)
+2.08%
10 Years (annualized)
+2.14%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-5 year US Government/Credit Index(^BBUSGGCI)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+0.12%
vs Peers
+0.70%

FOSIX Mutual Fund Performance

FOSIX performance across multiple time periods: 1-month -0.00%, YTD 0.82%, 1-year 3.25%, 3-year 4.74%, 5-year 2.08%, 10-year 2.14%.

FOSIX returns outperform the peer average of 0.12% 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.