FSOSX Mutual Fund

FSOSX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-3.72%
3 Months
-5.06%
6 Months
-3.28%
YTD
-0.33%
1 Year
+0.56%
3 Years (annualized)
+14.64%
5 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOSX 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
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📉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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+5.23%
vs Peers
-5.56%

FSOSX Mutual Fund Performance

FSOSX performance across multiple time periods: 1-month -3.72%, YTD -0.33%, 1-year 0.56%, 3-year 14.64%, 5-year 4.14%.

FSOSX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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