Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSBX (SMALL COMPANY FUND INSTITUTIONAL PLUS) | 20.53% | 25.29% | 12.82% | 1.76% | 6.47% | 7.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSBX (SMALL COMPANY FUND INSTITUTIONAL PLUS) | 12/21/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 25.29 | 12.82 | 1.76 | 6.47 | 7.52 | NA | … | … | 20.53 | -3.45 | 9.60 | 17.13 | -23.02 | 14.51 | 1.48 | 23.46 | -10.60 | 8.77 | 25.17 | -0.47 | 7.26 | 34.13 | 9.91 | -4.27 | -0.77 |
| Sharpe Ratio | NA | 1.24 | 0.49 | -0.04 | 0.21 | NA | NA | … | … | 2.89 | -0.30 | 0.32 | 0.75 | -0.86 | 0.58 | 0.03 | 1.43 | -0.74 | 0.69 | 1.48 | -0.03 | 0.51 | 2.64 | 0.63 | -0.14 | -4.24 |
| Standard Deviation(%) | NA | 17.48 | 19.26 | 22.43 | 22.82 | NA | NA | … | … | 17.52 | 21.42 | 18.79 | 18.14 | 28.61 | 24.86 | 41.51 | 15.35 | 16.33 | 11.86 | 16.85 | 14.78 | 14.15 | 12.94 | 15.79 | 30.96 | 5.73 |
| Draw Down(%) | NA | 9.17 | 26.49 | 35.74 | 40.00 | NA | NA | … | … | 9.17 | 23.70 | 8.68 | 14.79 | 25.09 | 19.05 | 40.00 | 10.64 | 24.26 | 7.36 | 11.65 | 10.70 | 10.49 | 5.14 | 12.07 | 25.01 | 0.82 |
| Yield(%) | 0.00 | 7.66 | 6.37 | 2.97 | 3.81 | 4.89 | 3.71 | … | … | 0.00 | 7.17 | 7.16 | 3.51 | 0.27 | 0.14 | 0.33 | 1.83 | 4.65 | 5.42 | 2.04 | 3.38 | 8.66 | 2.75 | 5.64 | 0.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSBX (SMALL COMPANY FUND INSTITUTIONAL PLUS) |
-6.79%
Mar 2017 – Mar 2020 |
-1.33%
Sep 2018 – Sep 2023 |
4.08%
Apr 2015 – Apr 2025 |
6.23%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSBX (SMALL COMPANY FUND INSTITUTIONAL PLUS) |
17.17%
Sep 2011 – Sep 2014 |
15.13%
Nov 2012 – Nov 2017 |
12.15%
Sep 2011 – Sep 2021 |
7.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart