FIVFX Mutual Fund

NAV$29.73
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Returns Overview

1 Month
+4.42%
3 Months
+16.52%
6 Months
+19.32%
YTD
+19.49%
1 Year
+19.20%
3 Years (annualized)
+19.64%
5 Years (annualized)
+12.80%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVFX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+19.49%
Peer Avg (YTD)
+8.44%
vs Peers
+11.05%

FIVFX Mutual Fund Performance

FIVFX performance across multiple time periods: 1-month 4.42%, YTD 19.49%, 1-year 19.20%, 3-year 19.64%, 5-year 12.80%, 10-year 10.47%.

FIVFX returns outperform the peer average of 8.44% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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