FUNCX Mutual Fund

FUNCX Mutual Fund

NAV$27.39
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Returns Overview

1 Month
+0.81%
3 Months
+4.16%
6 Months
+5.04%
YTD
+4.37%
1 Year
+6.93%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.84%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+6.23%
vs Peers
-1.87%

FUNCX Mutual Fund Performance

FUNCX performance across multiple time periods: 1-month 0.81%, YTD 4.37%, 1-year 6.93%, 3-year 14.35%, 5-year 8.84%, 10-year 13.41%.

FUNCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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