FINSX Mutual Fund

NAV$54.44

Returns Overview

1 Month
+2.96%
3 Months
+17.69%
6 Months
+12.88%
YTD
+12.44%
1 Year
+34.58%
3 Years (annualized)
+29.46%
5 Years (annualized)
+16.03%
10 Years (annualized)
+17.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINSX 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)
+12.44%
Peer Avg (YTD)
+8.97%
vs Peers
+3.47%

FINSX Mutual Fund Performance

FINSX performance across multiple time periods: 1-month 2.96%, YTD 12.44%, 1-year 34.58%, 3-year 29.46%, 5-year 16.03%, 10-year 17.57%.

FINSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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