FOBAX Mutual Fund

NAV$21.01

Returns Overview

1 Month
-0.64%
3 Months
+5.54%
6 Months
+2.87%
YTD
+2.77%
1 Year
+9.56%
3 Years (annualized)
+10.77%
5 Years (annualized)
+6.64%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+5.87%
vs Peers
-3.10%

FOBAX Mutual Fund Performance

FOBAX performance across multiple time periods: 1-month -0.64%, YTD 2.77%, 1-year 9.56%, 3-year 10.77%, 5-year 6.64%, 10-year 8.88%.

FOBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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