FIRIX Mutual Fund

FIRIX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+2.06%
3 Months
-1.79%
6 Months
-5.10%
YTD
-0.76%
1 Year
+6.61%
3 Years (annualized)
+3.91%
5 Years (annualized)
-3.27%
10 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRIX 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)
-0.76%
Peer Avg (YTD)
+12.53%
vs Peers
-13.29%

FIRIX Mutual Fund Performance

FIRIX performance across multiple time periods: 1-month 2.06%, YTD -0.76%, 1-year 6.61%, 3-year 3.91%, 5-year -3.27%, 10-year 3.58%.

FIRIX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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