FSOAX Mutual Fund

FSOAX Mutual Fund

NAV$54.67
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Returns Overview

1 Month
+6.07%
3 Months
-1.69%
6 Months
+6.82%
YTD
+23.93%
1 Year
+31.59%
3 Years (annualized)
+20.54%
5 Years (annualized)
+11.32%
10 Years (annualized)
+12.78%

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)
+23.93%
Peer Avg (YTD)
+8.01%
vs Peers
+15.92%

FSOAX Mutual Fund Performance

FSOAX performance across multiple time periods: 1-month 6.07%, YTD 23.93%, 1-year 31.59%, 3-year 20.54%, 5-year 11.32%, 10-year 12.78%.

FSOAX returns outperform the peer average of 8.01% 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.