FFSIX Mutual Fund

NAV$36.79

Returns Overview

1 Month
-4.51%
3 Months
+5.00%
6 Months
+3.32%
YTD
-4.75%
1 Year
+10.12%
3 Years
+17.93%
5 Years
+14.02%
10 Years
+14.51%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
-4.75%
Peer Avg (YTD)
+2.40%
vs Peers
-7.16%

FFSIX Mutual Fund Performance

FFSIX performance across multiple time periods: 1-month -4.51%, YTD -4.75%, 1-year 10.12%, 3-year 17.93%, 5-year 14.02%, 10-year 14.51%.

FFSIX returns trail the peer average of 2.40% 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.