FINVX Mutual Fund

FINVX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
+3.70%
3 Months
+4.52%
6 Months
+5.85%
YTD
+10.43%
1 Year
+27.60%
3 Years (annualized)
+22.24%
5 Years (annualized)
+15.09%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINVX 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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+11.12%
vs Peers
-0.69%

FINVX Mutual Fund Performance

FINVX performance across multiple time periods: 1-month 3.70%, YTD 10.43%, 1-year 27.60%, 3-year 22.24%, 5-year 15.09%, 10-year 11.15%.

FINVX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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