FUNYX Mutual Fund

FUNYX Mutual Fund

NAV$37.90
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Returns Overview

1 Month
+0.85%
3 Months
+4.14%
6 Months
+19.57%
YTD
+8.36%
1 Year
+10.37%
3 Years (annualized)
+19.06%
5 Years (annualized)
+15.19%
10 Years (annualized)
+21.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNYX 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)
+8.36%
Peer Avg (YTD)
+8.67%
vs Peers
-0.31%

FUNYX Mutual Fund Performance

FUNYX performance across multiple time periods: 1-month 0.85%, YTD 8.36%, 1-year 10.37%, 3-year 19.06%, 5-year 15.19%, 10-year 21.01%.

FUNYX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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