FIFOX Mutual Fund

FIFOX Mutual Fund

NAV$27.41
See how much of FIFOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.47%
3 Months
-2.12%
6 Months
+15.79%
YTD
+7.35%
1 Year
+4.26%
3 Years (annualized)
+23.14%
5 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFOX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+8.67%
vs Peers
-1.31%

FIFOX Mutual Fund Performance

FIFOX performance across multiple time periods: 1-month -2.47%, YTD 7.35%, 1-year 4.26%, 3-year 23.14%, 5-year 11.84%.

FIFOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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