FIRCX Mutual Fund

FIRCX Mutual Fund

NAV$9.93
See how much of FIRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.94%
3 Months
-2.16%
6 Months
-5.59%
YTD
-1.38%
1 Year
+5.45%
3 Years (annualized)
+2.82%
5 Years (annualized)
-3.57%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+12.53%
vs Peers
-13.92%

FIRCX Mutual Fund Performance

FIRCX performance across multiple time periods: 1-month 1.94%, YTD -1.38%, 1-year 5.45%, 3-year 2.82%, 5-year -3.57%, 10-year 2.84%.

FIRCX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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