FITSX Mutual Fund

FITSX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-3.64%
3 Months
-4.64%
6 Months
-4.48%
YTD
-4.60%
1 Year
-3.61%
3 Years (annualized)
+3.33%
5 Years (annualized)
-0.92%
10 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITSX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
+0.50%
vs Peers
-5.10%

FITSX Mutual Fund Performance

FITSX performance across multiple time periods: 1-month -3.64%, YTD -4.60%, 1-year -3.61%, 3-year 3.33%, 5-year -0.92%, 10-year 0.38%.

FITSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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