FUNCX Mutual Fund

NAV$25.49

Returns Overview

1 Month
-0.95%
3 Months
+14.54%
6 Months
+3.78%
YTD
+3.53%
1 Year
+9.77%
3 Years (annualized)
+19.05%
5 Years (annualized)
+11.50%
10 Years (annualized)
+17.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+8.97%
vs Peers
-5.44%

FUNCX Mutual Fund Performance

FUNCX performance across multiple time periods: 1-month -0.95%, YTD 3.53%, 1-year 9.77%, 3-year 19.05%, 5-year 11.50%, 10-year 17.90%.

FUNCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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