FORKX Mutual Fund

FORKX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-2.10%
3 Months
+0.80%
6 Months
+5.90%
YTD
+14.07%
1 Year
+17.62%
3 Years (annualized)
+13.00%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FORKX 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
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📉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)
+14.07%
Peer Avg (YTD)
+4.97%
vs Peers
+9.10%

FORKX Mutual Fund Performance

FORKX performance across multiple time periods: 1-month -2.10%, YTD 14.07%, 1-year 17.62%, 3-year 13.00%, 5-year 8.16%.

FORKX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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