FASOX Mutual Fund

FASOX Mutual Fund

NAV$60.05
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Returns Overview

1 Month
-7.28%
3 Months
-5.08%
6 Months
+12.23%
YTD
+17.05%
1 Year
+24.82%
3 Years (annualized)
+17.73%
5 Years (annualized)
+12.34%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASOX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.05%
Peer Avg (YTD)
+6.72%
vs Peers
+10.33%

FASOX Mutual Fund Performance

FASOX performance across multiple time periods: 1-month -7.28%, YTD 17.05%, 1-year 24.82%, 3-year 17.73%, 5-year 12.34%, 10-year 12.84%.

FASOX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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