FUNFX Mutual Fund

FUNFX Mutual Fund

NAV$103.67
See how much of FUNFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.29%
3 Months
+4.58%
6 Months
+9.20%
YTD
+13.42%
1 Year
+24.11%
3 Years (annualized)
+22.90%
5 Years (annualized)
+14.39%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+6.23%
vs Peers
+7.19%

FUNFX Mutual Fund Performance

FUNFX performance across multiple time periods: 1-month -1.29%, YTD 13.42%, 1-year 24.11%, 3-year 22.90%, 5-year 14.39%, 10-year 15.07%.

FUNFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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