FIFAX Mutual Fund

FIFAX Mutual Fund

NAV$27.32
See how much of FIFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.32%
3 Months
-0.71%
6 Months
+2.41%
YTD
+4.79%
1 Year
+8.30%
3 Years (annualized)
+22.83%
5 Years (annualized)
+16.27%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+6.10%
vs Peers
-1.31%

FIFAX Mutual Fund Performance

FIFAX performance across multiple time periods: 1-month -4.32%, YTD 4.79%, 1-year 8.30%, 3-year 22.83%, 5-year 16.27%, 10-year 8.88%.

FIFAX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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