FIVPX Mutual Fund

FIVPX Mutual Fund

NAV$14.80
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Returns Overview

3 Months
+3.30%
6 Months
+1.96%
YTD
+9.61%
1 Year
+20.06%
3 Years (annualized)
+20.98%
5 Years (annualized)
+12.76%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVPX 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
PROUpgrade to run
🏦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)
+9.61%
Peer Avg (YTD)
+12.12%
vs Peers
-2.51%

FIVPX Mutual Fund Performance

FIVPX performance across multiple time periods: YTD 9.61%, 1-year 20.06%, 3-year 20.98%, 5-year 12.76%, 10-year 9.25%.

FIVPX returns trail the peer average of 12.12% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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