FINYX Mutual Fund

NAV$95.25

Returns Overview

1 Month
+1.70%
3 Months
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINYX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)

FINYX Mutual Fund Performance

FINYX performance across multiple time periods: 1-month 1.70%.

FINYX returns can be compared against peers and benchmarks. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

FINYX performance comparison shows side-by-side returns with another fund. FINYX alternatives are available in the Mutual Fund Screener.