FNNEX Mutual Fund

FNNEX Mutual Fund

NAV$86.46
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Returns Overview

1 Month
-0.46%
3 Months
-4.52%
6 Months
+25.20%
YTD
+16.98%
1 Year
+28.22%
3 Years (annualized)
+27.81%
5 Years (annualized)
+11.99%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNNEX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.98%
Peer Avg (YTD)
+8.68%
vs Peers
+8.30%

FNNEX Mutual Fund Performance

FNNEX performance across multiple time periods: 1-month -0.46%, YTD 16.98%, 1-year 28.22%, 3-year 27.81%, 5-year 11.99%, 10-year 15.58%.

FNNEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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