FINFX Mutual Fund

FINFX Mutual Fund

NAV$103.81
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Returns Overview

1 Month
-1.30%
3 Months
+4.55%
6 Months
+9.14%
YTD
+13.34%
1 Year
+23.98%
3 Years (annualized)
+22.77%
5 Years (annualized)
+14.27%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+6.23%
vs Peers
+7.11%

FINFX Mutual Fund Performance

FINFX performance across multiple time periods: 1-month -1.30%, YTD 13.34%, 1-year 23.98%, 3-year 22.77%, 5-year 14.27%, 10-year 14.17%.

FINFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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