FINSX Mutual Fund

FINSX Mutual Fund

NAV$53.16
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Returns Overview

1 Month
-4.65%
3 Months
+1.59%
6 Months
+5.54%
YTD
+7.22%
1 Year
+14.97%
3 Years (annualized)
+23.98%
5 Years (annualized)
+13.53%
10 Years (annualized)
+15.99%

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)
+7.22%
Peer Avg (YTD)
+6.23%
vs Peers
+0.98%

FINSX Mutual Fund Performance

FINSX performance across multiple time periods: 1-month -4.65%, YTD 7.22%, 1-year 14.97%, 3-year 23.98%, 5-year 13.53%, 10-year 15.99%.

FINSX returns outperform the peer average of 6.23% 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.