FIFVX Mutual Fund

FIFVX Mutual Fund

NAV$27.86
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Returns Overview

1 Month
-2.47%
3 Months
-2.05%
6 Months
+13.29%
YTD
+5.10%
1 Year
+4.59%
3 Years (annualized)
+21.51%
5 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+8.68%
vs Peers
-3.58%

FIFVX Mutual Fund Performance

FIFVX performance across multiple time periods: 1-month -2.47%, YTD 5.10%, 1-year 4.59%, 3-year 21.51%, 5-year 10.69%.

FIFVX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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