FIFOX Mutual Fund

FIFOX Mutual Fund

NAV$27.73
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Returns Overview

1 Month
+0.66%
3 Months
+5.38%
6 Months
+10.06%
YTD
+8.12%
1 Year
+12.46%
3 Years (annualized)
+19.96%
5 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFOX 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
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📉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)
+8.12%
Peer Avg (YTD)
+6.23%
vs Peers
+1.89%

FIFOX Mutual Fund Performance

FIFOX performance across multiple time periods: 1-month 0.66%, YTD 8.12%, 1-year 12.46%, 3-year 19.96%, 5-year 11.19%.

FIFOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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