FSHOX Mutual Fund

NAV$119.35

Returns Overview

1 Month
+5.19%
3 Months
+9.40%
6 Months
+6.66%
YTD
+10.27%
1 Year
+18.73%
3 Years
+18.59%
5 Years
+15.76%
10 Years
+17.33%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSHOX 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 US IMI Construction & Housing 25-50 Index(NA)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+1.10%
vs Peers
+9.17%

FSHOX Mutual Fund Performance

FSHOX performance across multiple time periods: 1-month 5.19%, YTD 10.27%, 1-year 18.73%, 3-year 18.59%, 5-year 15.76%, 10-year 17.33%.

FSHOX returns outperform the peer average of 1.10% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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