FNNEX Mutual Fund

FNNEX Mutual Fund

NAV$87.19
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Returns Overview

1 Month
-6.73%
3 Months
+5.78%
6 Months
+11.53%
YTD
+15.61%
1 Year
+35.20%
3 Years (annualized)
+25.83%
5 Years (annualized)
+12.84%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNNEX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+15.61%
Peer Avg (YTD)
+6.23%
vs Peers
+9.38%

FNNEX Mutual Fund Performance

FNNEX performance across multiple time periods: 1-month -6.73%, YTD 15.61%, 1-year 35.20%, 3-year 25.83%, 5-year 12.84%, 10-year 15.58%.

FNNEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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