FSOSX Mutual Fund

NAV$15.59

Returns Overview

1 Month
-2.74%
3 Months
+1.23%
6 Months
-0.83%
YTD
+3.45%
1 Year
-0.06%
3 Years (annualized)
+10.29%
5 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSOSX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+8.97%
vs Peers
-5.52%

FSOSX Mutual Fund Performance

FSOSX performance across multiple time periods: 1-month -2.74%, YTD 3.45%, 1-year -0.06%, 3-year 10.29%, 5-year 5.28%.

FSOSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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