FINSX Mutual Fund

FINSX Mutual Fund

NAV$55.73
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Returns Overview

1 Month
+2.64%
3 Months
+0.77%
6 Months
+8.31%
YTD
+10.04%
1 Year
+17.77%
3 Years (annualized)
+27.26%
5 Years (annualized)
+14.07%
10 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+8.51%
vs Peers
+1.53%

FINSX Mutual Fund Performance

FINSX performance across multiple time periods: 1-month 2.64%, YTD 10.04%, 1-year 17.77%, 3-year 27.26%, 5-year 14.07%, 10-year 16.73%.

FINSX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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