FOBAX Mutual Fund

FOBAX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
-1.89%
3 Months
+1.27%
6 Months
+6.87%
YTD
+4.07%
1 Year
+5.32%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+4.96%
vs Peers
-0.89%

FOBAX Mutual Fund Performance

FOBAX performance across multiple time periods: 1-month -1.89%, YTD 4.07%, 1-year 5.32%, 3-year 11.64%, 5-year 6.61%, 10-year 8.98%.

FOBAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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