FIFOX Mutual Fund

NAV$28.15

Returns Overview

1 Month
-1.76%
3 Months
+15.55%
6 Months
+7.41%
YTD
+7.13%
1 Year
+15.12%
3 Years (annualized)
+22.67%
5 Years (annualized)
+12.13%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+8.97%
vs Peers
-1.84%

FIFOX Mutual Fund Performance

FIFOX performance across multiple time periods: 1-month -1.76%, YTD 7.13%, 1-year 15.12%, 3-year 22.67%, 5-year 12.13%.

FIFOX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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