FSOXX Mutual Fund

FSOXX Mutual Fund

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Returns Overview

1 Month
+0.28%
3 Months
+0.55%
6 Months
+1.36%
YTD
+1.65%
1 Year
+3.26%
3 Years (annualized)
+4.32%
5 Years (annualized)
+3.39%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA USD 3M Dep OR CM Total Return USD(^ICEBAUDORCMTR)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+1.18%
vs Peers
+0.47%

FSOXX Mutual Fund Performance

FSOXX performance across multiple time periods: 1-month 0.28%, YTD 1.65%, 1-year 3.26%, 3-year 4.32%, 5-year 3.39%, 10-year 2.10%.

FSOXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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