FITSX Mutual Fund

FITSX Mutual Fund

NAV$8.68
See how much of FITSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.12%
3 Months
-0.32%
6 Months
-1.69%
YTD
-1.62%
1 Year
-0.30%
3 Years (annualized)
+5.88%
5 Years (annualized)
-1.20%
10 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.62%
Peer Avg (YTD)
+0.72%
vs Peers
-2.35%

FITSX Mutual Fund Performance

FITSX performance across multiple time periods: 1-month 3.12%, YTD -1.62%, 1-year -0.30%, 3-year 5.88%, 5-year -1.20%, 10-year 0.17%.

FITSX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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