FOSIX Mutual Fund

FOSIX Mutual Fund

NAV$8.88
See how much of FOSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.48%
3 Months
-0.07%
6 Months
+0.25%
YTD
+0.74%
1 Year
+1.53%
3 Years (annualized)
+4.68%
5 Years (annualized)
+2.33%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+0.72%
vs Peers
+0.02%

FOSIX Mutual Fund Performance

FOSIX performance across multiple time periods: 1-month 0.48%, YTD 0.74%, 1-year 1.53%, 3-year 4.68%, 5-year 2.33%, 10-year 2.16%.

FOSIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

FOSIX vs another fund shows side-by-side returns. FOSIX alternatives are available in the Mutual Fund Screener.