FORKX Mutual Fund

NAV$12.60

Returns Overview

1 Month
-0.56%
3 Months
+5.05%
6 Months
+13.16%
YTD
+13.16%
1 Year
+26.96%
3 Years (annualized)
+11.69%
5 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.16%
Peer Avg (YTD)
+5.87%
vs Peers
+7.29%

FORKX Mutual Fund Performance

FORKX performance across multiple time periods: 1-month -0.56%, YTD 13.16%, 1-year 26.96%, 3-year 11.69%, 5-year 8.40%.

FORKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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