FIREX Mutual Fund

FIREX Mutual Fund

NAV$10.38
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Returns Overview

1 Month
+2.14%
3 Months
-1.78%
6 Months
-5.07%
YTD
-0.66%
1 Year
+6.67%
3 Years (annualized)
+3.92%
5 Years (annualized)
-3.37%
10 Years (annualized)
+3.47%

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
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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)
-0.66%
Peer Avg (YTD)
+12.53%
vs Peers
-13.19%

FIREX Mutual Fund Performance

FIREX performance across multiple time periods: 1-month 2.14%, YTD -0.66%, 1-year 6.67%, 3-year 3.92%, 5-year -3.37%, 10-year 3.47%.

FIREX returns trail the peer average of 12.53% 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.