FISXX Mutual Fund

FISXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.90%
6 Months
+1.50%
YTD
+1.50%
1 Year
+2.83%
3 Years (annualized)
+4.04%
5 Years (annualized)
+3.30%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISXX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+2.25%
vs Peers
-0.75%

FISXX Mutual Fund Performance

FISXX performance across multiple time periods: 1-month 0.30%, YTD 1.50%, 1-year 2.83%, 3-year 4.04%, 5-year 3.30%, 10-year 2.28%.

FISXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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