FUNCX Mutual Fund

FUNCX Mutual Fund

NAV$27.76
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Returns Overview

1 Month
+0.74%
3 Months
+3.87%
6 Months
+18.98%
YTD
+7.55%
1 Year
+9.30%
3 Years (annualized)
+10.63%
5 Years (annualized)
+0.88%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNCX 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)
+7.55%
Peer Avg (YTD)
+8.67%
vs Peers
-1.12%

FUNCX Mutual Fund Performance

FUNCX performance across multiple time periods: 1-month 0.74%, YTD 7.55%, 1-year 9.30%, 3-year 10.63%, 5-year 0.88%, 10-year 6.40%.

FUNCX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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