FUNFX Mutual Fund

NAV$104.80

Returns Overview

1 Month
-0.11%
3 Months
+18.78%
6 Months
+14.90%
YTD
+13.73%
1 Year
+28.01%
3 Years (annualized)
+23.39%
5 Years (annualized)
+14.02%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+8.97%
vs Peers
+4.76%

FUNFX Mutual Fund Performance

FUNFX performance across multiple time periods: 1-month -0.11%, YTD 13.73%, 1-year 28.01%, 3-year 23.39%, 5-year 14.02%.

FUNFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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