FINSX Mutual Fund

FINSX Mutual Fund

NAV$55.25
See how much of FINSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.23%
3 Months
-0.93%
6 Months
+16.60%
YTD
+11.40%
1 Year
+25.07%
3 Years (annualized)
+27.26%
5 Years (annualized)
+14.07%
10 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINSX 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)
+11.40%
Peer Avg (YTD)
+8.68%
vs Peers
+2.72%

FINSX Mutual Fund Performance

FINSX performance across multiple time periods: 1-month 1.23%, YTD 11.40%, 1-year 25.07%, 3-year 27.26%, 5-year 14.07%, 10-year 16.73%.

FINSX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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