FSHOX Mutual Fund

FSHOX Mutual Fund

NAV$113.61
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Returns Overview

1 Month
-3.79%
3 Months
-4.43%
6 Months
-10.63%
YTD
+0.37%
1 Year
-4.67%
3 Years (annualized)
+9.23%
5 Years (annualized)
+7.55%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHOX 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 US IMI Construction & Housing 25-50 Index
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+2.77%
vs Peers
-2.40%

FSHOX Mutual Fund Performance

FSHOX performance across multiple time periods: 1-month -3.79%, YTD 0.37%, 1-year -4.67%, 3-year 9.23%, 5-year 7.55%, 10-year 13.73%.

FSHOX returns trail the peer average of 2.77% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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