FIVSX Mutual Fund

FIVSX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVSX 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
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📉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 USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)

FIVSX Mutual Fund Performance

FIVSX performance across multiple time periods: 1-month 0.74%.

FIVSX returns can be compared against peers and benchmarks. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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