FORIX Mutual Fund

FORIX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-5.41%
3 Months
-7.83%
6 Months
-5.51%
YTD
-6.12%
1 Year
-4.69%
3 Years (annualized)
+2.83%
5 Years (annualized)
-0.57%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORIX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-6.12%
Peer Avg (YTD)
-3.84%
vs Peers
-2.28%

FORIX Mutual Fund Performance

FORIX performance across multiple time periods: 1-month -5.41%, YTD -6.12%, 1-year -4.69%, 3-year 2.83%, 5-year -0.57%, 10-year 0.73%.

FORIX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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