FIFRX Mutual Fund

FIFRX Mutual Fund

NAV$152.40
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Returns Overview

1 Month
+2.08%
3 Months
+1.52%
6 Months
+8.48%
YTD
+8.31%
1 Year
+13.21%
3 Years (annualized)
+14.27%
5 Years (annualized)
+6.67%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+8.51%
vs Peers
-0.20%

FIFRX Mutual Fund Performance

FIFRX performance across multiple time periods: 1-month 2.08%, YTD 8.31%, 1-year 13.21%, 3-year 14.27%, 5-year 6.67%, 10-year 13.70%.

FIFRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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