EFFIX Mutual Fund

NAV$10.74

Returns Overview

1 Month
-3.12%
3 Months
+3.13%
6 Months
+8.31%
YTD
+7.54%
1 Year
+19.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+3.47%
vs Peers
+4.06%

EFFIX Mutual Fund Performance

EFFIX performance across multiple time periods: 1-month -3.12%, YTD 7.54%, 1-year 19.92%.

EFFIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

EFFIX performance comparison shows side-by-side returns with another fund. EFFIX alternatives are available in the Mutual Fund Screener.