FINVX Mutual Fund

NAV$17.03

Returns Overview

1 Month
-0.24%
3 Months
+5.95%
6 Months
+7.31%
YTD
+6.49%
1 Year
+22.16%
3 Years (annualized)
+21.91%
5 Years (annualized)
+14.28%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINVX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+8.71%
vs Peers
-2.23%

FINVX Mutual Fund Performance

FINVX performance across multiple time periods: 1-month -0.24%, YTD 6.49%, 1-year 22.16%, 3-year 21.91%, 5-year 14.28%, 10-year 11.08%.

FINVX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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