FIFNX Mutual Fund

FIFNX Mutual Fund

NAV$26.74
See how much of FIFNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
-3.68%
6 Months
+1.57%
YTD
+4.10%
1 Year
+3.90%
3 Years (annualized)
+23.86%
5 Years (annualized)
+9.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+5.23%
vs Peers
-1.13%

FIFNX Mutual Fund Performance

FIFNX performance across multiple time periods: 1-month -0.99%, YTD 4.10%, 1-year 3.90%, 3-year 23.86%, 5-year 9.04%.

FIFNX returns trail the peer average of 5.23% 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.