Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOSCX (SMALL COMPANY FUND INSTITUTIONAL) | 20.43% | 25.00% | 12.57% | 1.50% | 6.21% | 7.27% | 6.57% | … | … |
Data as of 06/04/2026, Common starting date is 07/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOSCX (SMALL COMPANY FUND INSTITUTIONAL) | 07/24/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 25.00 | 12.57 | 1.50 | 6.21 | 7.27 | 6.57 | … | … | 20.43 | -3.67 | 9.35 | 16.92 | -23.26 | 14.16 | 1.21 | 23.18 | -10.81 | 8.44 | 24.93 | -0.63 | 7.02 | 33.84 | 9.59 | -4.48 | 28.15 | 29.19 | -24.85 | 0.61 | 3.79 | 4.63 | 10.46 | 30.19 | -7.12 | 11.66 | 23.22 | -4.95 | -3.32 | 21.77 | 13.16 |
| Sharpe Ratio | NA | 1.22 | 0.48 | -0.05 | 0.20 | NA | NA | … | … | 2.87 | -0.31 | 0.30 | 0.74 | -0.87 | 0.57 | 0.02 | 1.41 | -0.75 | 0.66 | 1.47 | -0.04 | 0.50 | 2.61 | 0.61 | -0.14 | 1.32 | 0.88 | -0.65 | -0.14 | 0.02 | 0.17 | 0.73 | 2.09 | -0.42 | 0.61 | 1.14 | -0.75 | -0.51 | 2.10 | 4.54 |
| Standard Deviation(%) | NA | 17.48 | 19.26 | 22.45 | 22.84 | NA | NA | … | … | 17.48 | 21.40 | 18.82 | 18.14 | 28.64 | 24.93 | 41.54 | 15.36 | 16.32 | 11.89 | 16.85 | 14.78 | 14.11 | 12.95 | 15.76 | 31.31 | 21.25 | 32.91 | 39.81 | 17.63 | 19.08 | 13.77 | 13.03 | 14.08 | 19.79 | 15.42 | 16.64 | 11.06 | 13.24 | 8.60 | 6.34 |
| Draw Down(%) | NA | 9.16 | 26.53 | 36.14 | 40.05 | NA | NA | … | … | 9.16 | 23.71 | 8.69 | 14.85 | 25.32 | 19.17 | 40.05 | 10.64 | 24.28 | 7.42 | 11.70 | 10.73 | 10.55 | 5.16 | 12.11 | 25.10 | 16.99 | 32.17 | 42.86 | 11.38 | 13.27 | 10.12 | 10.65 | 11.89 | 26.13 | 14.99 | 5.59 | 14.00 | 25.19 | 5.57 | 1.43 |
| Yield(%) | 0.00 | 7.35 | 6.08 | 2.76 | 3.56 | 4.58 | 4.46 | … | … | 0.00 | 6.88 | 6.92 | 3.21 | 0.01 | 0.00 | 0.02 | 1.55 | 4.59 | 5.43 | 1.90 | 3.09 | 8.54 | 2.30 | 5.38 | 0.36 | 7.77 | 0.60 | 2.53 | 14.83 | 0.57 | 4.34 | 1.17 | 0.78 | 0.36 | 2.63 | 0.91 | 2.65 | 4.39 | 6.07 | 0.99 |
Data as of 06/04/2026, Common starting date is 07/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSCX (SMALL COMPANY FUND INSTITUTIONAL) |
-16.39%
Feb 2006 – Feb 2009 |
-6.98%
Feb 2004 – Feb 2009 |
2.53%
Feb 1999 – Feb 2009 |
5.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOSCX (SMALL COMPANY FUND INSTITUTIONAL) |
29.20%
Feb 2009 – Feb 2012 |
24.27%
Feb 2009 – Feb 2014 |
15.78%
Feb 2009 – Feb 2019 |
11.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart