FFSIX Mutual Fund

NAV$42.76

Returns Overview

1 Month
+5.84%
3 Months
+10.35%
6 Months
+9.87%
YTD
+8.72%
1 Year
+10.33%
3 Years (annualized)
+23.03%
5 Years (annualized)
+11.87%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFSIX 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 Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+8.61%
vs Peers
+0.11%

FFSIX Mutual Fund Performance

FFSIX performance across multiple time periods: 1-month 5.84%, YTD 8.72%, 1-year 10.33%, 3-year 23.03%, 5-year 11.87%, 10-year 13.86%.

FFSIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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