FITIX Mutual Fund

FITIX Mutual Fund

NAV$26.18
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Returns Overview

1 Month
+0.04%
3 Months
+1.67%
6 Months
+9.33%
YTD
+21.33%
1 Year
+28.23%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.89%
10 Years (annualized)
+11.37%

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
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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.33%
Peer Avg (YTD)
+9.89%
vs Peers
+11.44%

FITIX Mutual Fund Performance

FITIX performance across multiple time periods: 1-month 0.04%, YTD 21.33%, 1-year 28.23%, 3-year 18.53%, 5-year 9.89%, 10-year 11.37%.

FITIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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