FISPX Mutual Fund

FISPX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.84%
3 Months
+1.46%
6 Months
+5.81%
YTD
+11.75%
1 Year
+12.16%
3 Years (annualized)
+23.19%
5 Years (annualized)
+11.79%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+17.72%
vs Peers
-5.97%

FISPX Mutual Fund Performance

FISPX performance across multiple time periods: 1-month -0.84%, YTD 11.75%, 1-year 12.16%, 3-year 23.19%, 5-year 11.79%, 10-year 15.11%.

FISPX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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