FIFNX Mutual Fund

NAV$27.27

Returns Overview

1 Month
-1.70%
3 Months
+15.66%
6 Months
+7.58%
YTD
+7.34%
1 Year
+15.47%
3 Years (annualized)
+23.01%
5 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFNX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+8.97%
vs Peers
-1.63%

FIFNX Mutual Fund Performance

FIFNX performance across multiple time periods: 1-month -1.70%, YTD 7.34%, 1-year 15.47%, 3-year 23.01%, 5-year 12.43%.

FIFNX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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