FOSFX Mutual Fund

FOSFX Mutual Fund

NAV$74.21
See how much of FOSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.81%
3 Months
-3.75%
6 Months
+7.11%
YTD
+3.29%
1 Year
+4.58%
3 Years (annualized)
+13.71%
5 Years (annualized)
+4.55%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+8.68%
vs Peers
-5.39%

FOSFX Mutual Fund Performance

FOSFX performance across multiple time periods: 1-month -2.81%, YTD 3.29%, 1-year 4.58%, 3-year 13.71%, 5-year 4.55%, 10-year 8.94%.

FOSFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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