FUNFX Mutual Fund

FUNFX Mutual Fund

NAV$100.33
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Returns Overview

1 Month
-1.59%
3 Months
-1.78%
6 Months
+1.18%
YTD
+8.62%
1 Year
+11.79%
3 Years (annualized)
+23.49%
5 Years (annualized)
+11.94%
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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+5.23%
vs Peers
+3.39%

FUNFX Mutual Fund Performance

FUNFX performance across multiple time periods: 1-month -1.59%, YTD 8.62%, 1-year 11.79%, 3-year 23.49%, 5-year 11.94%, 10-year 15.07%.

FUNFX returns outperform the peer average of 5.23% 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.