FIFVX Mutual Fund

NAV$28.59

Returns Overview

1 Month
-1.70%
3 Months
+15.66%
6 Months
+7.58%
YTD
+7.30%
1 Year
+15.47%
3 Years (annualized)
+23.03%
5 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFVX 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

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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)
+7.30%
Peer Avg (YTD)
+8.97%
vs Peers
-1.67%

FIFVX Mutual Fund Performance

FIFVX performance across multiple time periods: 1-month -1.70%, YTD 7.30%, 1-year 15.47%, 3-year 23.03%, 5-year 12.48%.

FIFVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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