FITIX Mutual Fund

FITIX Mutual Fund

NAV$27.72
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Returns Overview

1 Month
+7.46%
3 Months
+22.35%
6 Months
+28.23%
YTD
+26.35%
1 Year
+49.68%
3 Years (annualized)
+23.91%
5 Years (annualized)
+13.52%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+26.35%
Peer Avg (YTD)
+10.82%
vs Peers
+15.54%

FITIX Mutual Fund Performance

FITIX performance across multiple time periods: 1-month 7.46%, YTD 26.35%, 1-year 49.68%, 3-year 23.91%, 5-year 13.52%, 10-year 13.46%.

FITIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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