FINFX Mutual Fund

NAV$104.35

Returns Overview

1 Month
-0.12%
3 Months
+18.76%
6 Months
+14.83%
YTD
+13.67%
1 Year
+27.88%
3 Years (annualized)
+23.26%
5 Years (annualized)
+13.80%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.67%
Peer Avg (YTD)
+8.97%
vs Peers
+4.70%

FINFX Mutual Fund Performance

FINFX performance across multiple time periods: 1-month -0.12%, YTD 13.67%, 1-year 27.88%, 3-year 23.26%, 5-year 13.80%, 10-year 14.66%.

FINFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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