FOSCX Mutual Fund

FOSCX Mutual Fund

NAV$33.49
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Returns Overview

1 Month
-3.71%
3 Months
-5.36%
6 Months
+15.53%
YTD
+20.30%
1 Year
+20.03%
3 Years (annualized)
+11.81%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.30%
Peer Avg (YTD)
+10.34%
vs Peers
+9.96%

FOSCX Mutual Fund Performance

FOSCX performance across multiple time periods: 1-month -3.71%, YTD 20.30%, 1-year 20.03%, 3-year 11.81%, 5-year 8.06%, 10-year 9.02%.

FOSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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