FIVRX Mutual Fund

FIVRX Mutual Fund

NAV$19.58
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Returns Overview

1 Month
+0.20%
3 Months
-0.96%
6 Months
+0.82%
YTD
+0.77%
1 Year
+5.36%
3 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+8.28%
vs Peers
-7.51%

FIVRX Mutual Fund Performance

FIVRX performance across multiple time periods: 1-month 0.20%, YTD 0.77%, 1-year 5.36%, 3-year 4.38%.

FIVRX returns trail the peer average of 8.28% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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