FIREX Mutual Fund

NAV$10.42

Returns Overview

1 Month
+0.77%
3 Months
-1.88%
6 Months
-6.29%
YTD
-1.23%
1 Year
+1.23%
3 Years (annualized)
+4.52%
5 Years (annualized)
-3.14%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIREX 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 Index(MEAFE)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+11.24%
vs Peers
-12.48%

FIREX Mutual Fund Performance

FIREX performance across multiple time periods: 1-month 0.77%, YTD -1.23%, 1-year 1.23%, 3-year 4.52%, 5-year -3.14%, 10-year 3.69%.

FIREX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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