FILFX Mutual Fund

FILFX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
+1.20%
3 Months
+5.10%
6 Months
+3.34%
YTD
+12.22%
1 Year
+24.83%
3 Years (annualized)
+16.33%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILFX 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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+9.42%
vs Peers
+2.80%

FILFX Mutual Fund Performance

FILFX performance across multiple time periods: 1-month 1.20%, YTD 12.22%, 1-year 24.83%, 3-year 16.33%, 5-year 8.03%, 10-year 9.40%.

FILFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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