FSOSX Mutual Fund

FSOSX Mutual Fund

NAV$15.43
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Returns Overview

1 Month
-2.80%
3 Months
-3.64%
6 Months
+7.29%
YTD
+3.52%
1 Year
+5.03%
3 Years (annualized)
+14.22%
5 Years (annualized)
+5.46%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+8.68%
vs Peers
-5.16%

FSOSX Mutual Fund Performance

FSOSX performance across multiple time periods: 1-month -2.80%, YTD 3.52%, 1-year 5.03%, 3-year 14.22%, 5-year 5.46%.

FSOSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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