FIONX Mutual Fund

FIONX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
-0.57%
3 Months
-2.05%
6 Months
+2.58%
YTD
+8.51%
1 Year
+13.34%
3 Years (annualized)
+19.64%
5 Years (annualized)
+8.75%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIONX 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 Index(MEAFE)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+8.05%
vs Peers
+0.46%

FIONX Mutual Fund Performance

FIONX performance across multiple time periods: 1-month -0.57%, YTD 8.51%, 1-year 13.34%, 3-year 19.64%, 5-year 8.75%, 10-year 9.30%.

FIONX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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