FISEX Mutual Fund

FISEX Mutual Fund

NAV$37.05
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Returns Overview

1 Month
-3.78%
3 Months
+0.95%
6 Months
+9.06%
YTD
+8.97%
1 Year
+13.32%
3 Years (annualized)
+17.72%
5 Years (annualized)
+11.11%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+10.00%
vs Peers
-1.03%

FISEX Mutual Fund Performance

FISEX performance across multiple time periods: 1-month -3.78%, YTD 8.97%, 1-year 13.32%, 3-year 17.72%, 5-year 11.11%, 10-year 11.82%.

FISEX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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