FIVOX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-0.40%
3 Months
+5.45%
6 Months
+6.26%
YTD
+5.45%
1 Year
+19.76%
3 Years (annualized)
+19.20%
5 Years (annualized)
+11.83%
10 Years (annualized)
+8.77%

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

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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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+8.71%
vs Peers
-3.27%

FIVOX Mutual Fund Performance

FIVOX performance across multiple time periods: 1-month -0.40%, YTD 5.45%, 1-year 19.76%, 3-year 19.20%, 5-year 11.83%, 10-year 8.77%.

FIVOX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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