FIFAX Mutual Fund

NAV$28.03

Returns Overview

1 Month
-0.48%
3 Months
+3.15%
6 Months
+6.11%
YTD
+5.54%
1 Year
+13.26%
3 Years (annualized)
+13.37%
5 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+6.73%
vs Peers
-1.19%

FIFAX Mutual Fund Performance

FIFAX performance across multiple time periods: 1-month -0.48%, YTD 5.54%, 1-year 13.26%, 3-year 13.37%, 5-year 8.13%.

FIFAX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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