FOSFX Mutual Fund

NAV$74.98

Returns Overview

1 Month
-2.88%
3 Months
+1.09%
6 Months
-1.06%
YTD
+3.22%
1 Year
+8.78%
3 Years (annualized)
+13.04%
5 Years (annualized)
+6.25%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSFX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+8.97%
vs Peers
-5.75%

FOSFX Mutual Fund Performance

FOSFX performance across multiple time periods: 1-month -2.88%, YTD 3.22%, 1-year 8.78%, 3-year 13.04%, 5-year 6.25%, 10-year 9.55%.

FOSFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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