FSHOX Mutual Fund

FSHOX Mutual Fund

NAV$117.80
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Returns Overview

1 Month
-7.46%
3 Months
-4.50%
6 Months
-2.28%
YTD
+4.33%
1 Year
+5.77%
3 Years (annualized)
+9.99%
5 Years (annualized)
+9.15%
10 Years (annualized)
+14.45%

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)
+4.33%
Peer Avg (YTD)
+3.27%
vs Peers
+1.06%

FSHOX Mutual Fund Performance

FSHOX performance across multiple time periods: 1-month -7.46%, YTD 4.33%, 1-year 5.77%, 3-year 9.99%, 5-year 9.15%, 10-year 14.45%.

FSHOX returns outperform the peer average of 3.27% 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.