FFNVX Mutual Fund

NAV$86.21

Returns Overview

1 Month
+12.68%
3 Months
+6.00%
6 Months
+26.11%
YTD
+37.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFNVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+37.17%
Peer Avg (YTD)
+14.02%
vs Peers
+23.15%

FFNVX Mutual Fund Performance

FFNVX performance across multiple time periods: 1-month 12.68%, YTD 37.17%.

FFNVX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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