FIRIX Mutual Fund

NAV$10.22

Returns Overview

1 Month
-1.73%
3 Months
+0.29%
6 Months
-3.04%
YTD
-2.76%
1 Year
+1.34%
3 Years (annualized)
+4.52%
5 Years (annualized)
-3.01%
10 Years (annualized)
+3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIRIX 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)
-2.76%
Peer Avg (YTD)
+11.24%
vs Peers
-14.01%

FIRIX Mutual Fund Performance

FIRIX performance across multiple time periods: 1-month -1.73%, YTD -2.76%, 1-year 1.34%, 3-year 4.52%, 5-year -3.01%, 10-year 3.82%.

FIRIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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