FORKX Mutual Fund

FORKX Mutual Fund

NAV$12.66
See how much of FORKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.97%
3 Months
+2.39%
6 Months
+3.97%
YTD
+16.52%
1 Year
+27.04%
3 Years (annualized)
+13.00%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORKX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+6.28%
vs Peers
+10.23%

FORKX Mutual Fund Performance

FORKX performance across multiple time periods: 1-month 2.97%, YTD 16.52%, 1-year 27.04%, 3-year 13.00%, 5-year 8.16%.

FORKX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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