FOSPX Mutual Fund

FOSPX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+0.02%
3 Months
+0.38%
6 Months
+0.61%
YTD
+1.05%
1 Year
+3.47%
3 Years (annualized)
+5.04%
5 Years (annualized)
+2.38%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSPX 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
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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)
+1.05%
Peer Avg (YTD)
+0.12%
vs Peers
+0.93%

FOSPX Mutual Fund Performance

FOSPX performance across multiple time periods: 1-month 0.02%, YTD 1.05%, 1-year 3.47%, 3-year 5.04%, 5-year 2.38%, 10-year 2.39%.

FOSPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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