EFFIX Mutual Fund

EFFIX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
+1.44%
3 Months
+6.53%
6 Months
+9.86%
YTD
+14.56%
1 Year
+20.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EFFIX 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

This Mutual Fund (YTD)
+14.56%
Peer Avg (YTD)
+5.40%
vs Peers
+9.16%

EFFIX Mutual Fund Performance

EFFIX performance across multiple time periods: 1-month 1.44%, YTD 14.56%, 1-year 20.29%.

EFFIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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