FIRXX Mutual Fund

FIRXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.58%
6 Months
+1.46%
YTD
+1.46%
1 Year
+3.51%
3 Years (annualized)
+4.48%
5 Years (annualized)
+3.45%
10 Years (annualized)
+2.21%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+1.70%
vs Peers
-0.24%

FIRXX Mutual Fund Performance

FIRXX performance across multiple time periods: 1-month 0.29%, YTD 1.46%, 1-year 3.51%, 3-year 4.48%, 5-year 3.45%, 10-year 2.21%.

FIRXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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