FIRAX Mutual Fund

FIRAX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
+1.98%
3 Months
-1.91%
6 Months
-5.25%
YTD
-0.96%
1 Year
+6.30%
3 Years (annualized)
+3.59%
5 Years (annualized)
-3.57%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRAX 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
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📉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)
-0.96%
Peer Avg (YTD)
+12.53%
vs Peers
-13.49%

FIRAX Mutual Fund Performance

FIRAX performance across multiple time periods: 1-month 1.98%, YTD -0.96%, 1-year 6.30%, 3-year 3.59%, 5-year -3.57%, 10-year 3.23%.

FIRAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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