FIFOX Mutual Fund

FIFOX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-0.29%
3 Months
-1.40%
6 Months
+7.93%
YTD
+7.52%
1 Year
+11.12%
3 Years (annualized)
+23.14%
5 Years (annualized)
+11.84%

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)
+7.52%
Peer Avg (YTD)
+8.51%
vs Peers
-0.99%

FIFOX Mutual Fund Performance

FIFOX performance across multiple time periods: 1-month -0.29%, YTD 7.52%, 1-year 11.12%, 3-year 23.14%, 5-year 11.84%.

FIFOX returns trail the peer average of 8.51% 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.