FSOAX Mutual Fund

NAV$54.30

Returns Overview

1 Month
+4.43%
3 Months
+18.19%
6 Months
+25.61%
YTD
+23.18%
1 Year
+39.54%
3 Years (annualized)
+17.36%
5 Years (annualized)
+11.45%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.18%
Peer Avg (YTD)
+10.82%
vs Peers
+12.36%

FSOAX Mutual Fund Performance

FSOAX performance across multiple time periods: 1-month 4.43%, YTD 23.18%, 1-year 39.54%, 3-year 17.36%, 5-year 11.45%, 10-year 12.70%.

FSOAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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