FSNIX Mutual Fund

FSNIX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
-1.22%
3 Months
+2.37%
6 Months
+6.16%
YTD
+8.39%
1 Year
+17.34%
3 Years (annualized)
+12.82%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSNIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+5.54%
vs Peers
+2.85%

FSNIX Mutual Fund Performance

FSNIX performance across multiple time periods: 1-month -1.22%, YTD 8.39%, 1-year 17.34%, 3-year 12.82%, 5-year 7.23%, 10-year 9.01%.

FSNIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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