FIRXX Mutual Fund

FIRXX Mutual Fund

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Returns Overview

3 Months
+0.60%
6 Months
+1.19%
YTD
+2.37%
1 Year
+3.02%
3 Years (annualized)
+4.19%
5 Years (annualized)
+3.63%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+2.21%
vs Peers
+0.16%

FIRXX Mutual Fund Performance

FIRXX performance across multiple time periods: YTD 2.37%, 1-year 3.02%, 3-year 4.19%, 5-year 3.63%, 10-year 2.29%.

FIRXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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