FINVX Mutual Fund

FINVX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
-3.33%
3 Months
+0.48%
6 Months
+6.46%
YTD
+7.00%
1 Year
+14.36%
3 Years (annualized)
+23.38%
5 Years (annualized)
+14.76%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINVX 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

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+9.89%
vs Peers
-2.90%

FINVX Mutual Fund Performance

FINVX performance across multiple time periods: 1-month -3.33%, YTD 7.00%, 1-year 14.36%, 3-year 23.38%, 5-year 14.76%, 10-year 11.08%.

FINVX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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