FISHX Mutual Fund

FISHX Mutual Fund

NAV$10.53
See how much of FISHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
-0.22%
6 Months
-0.54%
YTD
+0.02%
1 Year
+1.71%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISHX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-6 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+0.23%
vs Peers
-0.21%

FISHX Mutual Fund Performance

FISHX performance across multiple time periods: 1-month -0.62%, YTD 0.02%, 1-year 1.71%, 3-year 3.34%, 5-year 1.23%, 10-year 1.56%.

FISHX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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