FOSKX Mutual Fund

NAV$77.39

Returns Overview

1 Month
+3.00%
3 Months
+11.29%
6 Months
+8.26%
YTD
+7.34%
1 Year
+12.19%
3 Years (annualized)
+14.28%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+8.97%
vs Peers
-1.63%

FOSKX Mutual Fund Performance

FOSKX performance across multiple time periods: 1-month 3.00%, YTD 7.34%, 1-year 12.19%, 3-year 14.28%, 5-year 6.99%, 10-year 9.99%.

FOSKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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