FSHOX Mutual Fund

NAV$125.53

Returns Overview

1 Month
+7.34%
3 Months
+13.16%
6 Months
+12.74%
YTD
+10.70%
1 Year
+17.40%
3 Years (annualized)
+14.76%
5 Years (annualized)
+11.47%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
MSCI US IMI Construction & Housing 25-50 Index
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+4.01%
vs Peers
+6.69%

FSHOX Mutual Fund Performance

FSHOX performance across multiple time periods: 1-month 7.34%, YTD 10.70%, 1-year 17.40%, 3-year 14.76%, 5-year 11.47%, 10-year 16.01%.

FSHOX returns outperform the peer average of 4.01% YTD. With an expense ratio of 0.68%, 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.