FIFNX Mutual Fund

FIFNX Mutual Fund

NAV$27.65
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Returns Overview

1 Month
-2.43%
3 Months
-2.05%
6 Months
+13.29%
YTD
+5.14%
1 Year
+4.59%
3 Years (annualized)
+21.48%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFNX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+8.68%
vs Peers
-3.54%

FIFNX Mutual Fund Performance

FIFNX performance across multiple time periods: 1-month -2.43%, YTD 5.14%, 1-year 4.59%, 3-year 21.48%, 5-year 10.66%.

FIFNX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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