FASOX Mutual Fund

NAV$64.62

Returns Overview

1 Month
+4.45%
3 Months
+18.24%
6 Months
+25.77%
YTD
+23.32%
1 Year
+39.87%
3 Years (annualized)
+17.76%
5 Years (annualized)
+11.79%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASOX 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)
+23.32%
Peer Avg (YTD)
+10.82%
vs Peers
+12.50%

FASOX Mutual Fund Performance

FASOX performance across multiple time periods: 1-month 4.45%, YTD 23.32%, 1-year 39.87%, 3-year 17.76%, 5-year 11.79%, 10-year 13.00%.

FASOX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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