FIVOX Mutual Fund

FIVOX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
+3.58%
3 Months
+4.06%
6 Months
+4.90%
YTD
+9.22%
1 Year
+25.02%
3 Years (annualized)
+19.53%
5 Years (annualized)
+12.66%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVOX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+11.12%
vs Peers
-1.90%

FIVOX Mutual Fund Performance

FIVOX performance across multiple time periods: 1-month 3.58%, YTD 9.22%, 1-year 25.02%, 3-year 19.53%, 5-year 12.66%, 10-year 8.85%.

FIVOX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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