FIREX Mutual Fund

FIREX Mutual Fund

NAV$9.78
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Returns Overview

3 Months
-6.97%
6 Months
-8.62%
YTD
-7.58%
1 Year
-5.05%
3 Years (annualized)
+6.20%
5 Years (annualized)
-4.70%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIREX 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)
-7.58%
Peer Avg (YTD)
+7.23%
vs Peers
-14.81%

FIREX Mutual Fund Performance

FIREX performance across multiple time periods: YTD -7.58%, 1-year -5.05%, 3-year 6.20%, 5-year -4.70%, 10-year 3.13%.

FIREX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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