FOOLX Mutual Fund

NAV$30.93

Returns Overview

1 Month
-6.85%
3 Months
-7.64%
6 Months
+2.13%
YTD
+5.69%
1 Year
+9.98%
3 Years (annualized)
+20.52%
5 Years (annualized)
+18.85%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOOLX 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
FTSE Global AC(FV16EST)USRIC NR USD(^FGACRICNR)

FOOLX Mutual Fund Performance

FOOLX performance across multiple time periods: 1-month -6.85%, YTD 5.69%, 1-year 9.98%, 3-year 20.52%, 5-year 18.85%, 10-year 13.50%.

FOOLX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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