FOCSX Mutual Fund

NAV$22.83

Returns Overview

1 Month
-6.51%
3 Months
+6.63%
6 Months
+11.09%
YTD
+16.72%
1 Year
+44.89%
3 Years (annualized)
+22.84%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOCSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.72%
Peer Avg (YTD)
+18.52%
vs Peers
-1.81%

FOCSX Mutual Fund Performance

FOCSX performance across multiple time periods: 1-month -6.51%, YTD 16.72%, 1-year 44.89%, 3-year 22.84%, 5-year 9.39%.

FOCSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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