FIVOX Mutual Fund

FIVOX Mutual Fund

NAV$15.10
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Returns Overview

3 Months
+3.17%
6 Months
+1.69%
YTD
+9.22%
1 Year
+19.48%
3 Years (annualized)
+20.41%
5 Years (annualized)
+12.17%
10 Years (annualized)
+8.70%

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)
+12.12%
vs Peers
-2.90%

FIVOX Mutual Fund Performance

FIVOX performance across multiple time periods: YTD 9.22%, 1-year 19.48%, 3-year 20.41%, 5-year 12.17%, 10-year 8.70%.

FIVOX returns trail the peer average of 12.12% 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.