FORIX Mutual Fund

FORIX Mutual Fund

NAV$9.88
See how much of FORIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
-1.31%
6 Months
-1.65%
YTD
+0.02%
1 Year
+4.70%
3 Years (annualized)
+2.83%
5 Years (annualized)
-0.57%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+0.15%
vs Peers
-0.13%

FORIX Mutual Fund Performance

FORIX performance across multiple time periods: 1-month -0.32%, YTD 0.02%, 1-year 4.70%, 3-year 2.83%, 5-year -0.57%, 10-year 0.73%.

FORIX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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