FFOBX Mutual Fund

NAV$82.67

Returns Overview

1 Month
+10.94%
3 Months
+25.75%
YTD
+24.53%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FFOBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+24.53%
Peer Avg (YTD)
+16.58%
vs Peers
+7.96%

FFOBX Mutual Fund Performance

FFOBX performance across multiple time periods: 1-month 10.94%, YTD 24.53%.

FFOBX returns outperform the peer average of 16.58% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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