FIXIX Mutual Fund

NAV$40.66

Returns Overview

1 Month
-1.55%
3 Months
+9.73%
6 Months
+9.49%
YTD
+9.23%
1 Year
+14.16%
3 Years (annualized)
+14.00%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIXIX 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
PROUpgrade to run

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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+9.16%
vs Peers
+0.07%

FIXIX Mutual Fund Performance

FIXIX performance across multiple time periods: 1-month -1.55%, YTD 9.23%, 1-year 14.16%, 3-year 14.00%, 5-year 6.65%, 10-year 9.23%.

FIXIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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