FIVOX Mutual Fund

FIVOX Mutual Fund

NAV$15.14
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Returns Overview

1 Month
-1.13%
3 Months
-4.54%
6 Months
-0.67%
YTD
+4.26%
1 Year
+10.89%
3 Years (annualized)
+20.76%
5 Years (annualized)
+10.97%
10 Years (annualized)
+8.41%

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)
+4.26%
Peer Avg (YTD)
+10.38%
vs Peers
-6.13%

FIVOX Mutual Fund Performance

FIVOX performance across multiple time periods: 1-month -1.13%, YTD 4.26%, 1-year 10.89%, 3-year 20.76%, 5-year 10.97%, 10-year 8.41%.

FIVOX returns trail the peer average of 10.38% 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.