FINYX Mutual Fund

FINYX Mutual Fund

NAV$96.81
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Returns Overview

1 Month
+5.26%
3 Months
+2.37%
6 Months
+6.72%
YTD
+15.58%
1 Year
+19.77%
3 Years (annualized)
+20.00%
5 Years (annualized)
+10.29%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+14.61%
vs Peers
+0.96%

FINYX Mutual Fund Performance

FINYX performance across multiple time periods: 1-month 5.26%, YTD 15.58%, 1-year 19.77%, 3-year 20.00%, 5-year 10.29%, 10-year 11.11%.

FINYX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

FINYX vs another fund shows side-by-side returns. FINYX alternatives are available in the Mutual Fund Screener.