FSOAX Mutual Fund

FSOAX Mutual Fund

NAV$54.81
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Returns Overview

1 Month
+2.33%
3 Months
+8.65%
6 Months
+18.76%
YTD
+28.54%
1 Year
+40.93%
3 Years (annualized)
+15.73%
5 Years (annualized)
+12.12%
10 Years (annualized)
+12.59%

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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+28.54%
Peer Avg (YTD)
+9.54%
vs Peers
+19.00%

FSOAX Mutual Fund Performance

FSOAX performance across multiple time periods: 1-month 2.33%, YTD 28.54%, 1-year 40.93%, 3-year 15.73%, 5-year 12.12%, 10-year 12.59%.

FSOAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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