FUNFX Mutual Fund

FUNFX Mutual Fund

NAV$103.21
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Returns Overview

1 Month
-1.29%
3 Months
-1.47%
6 Months
+15.29%
YTD
+10.38%
1 Year
+16.48%
3 Years (annualized)
+24.06%
5 Years (annualized)
+14.09%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUNFX 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)
+10.38%
Peer Avg (YTD)
+8.67%
vs Peers
+1.72%

FUNFX Mutual Fund Performance

FUNFX performance across multiple time periods: 1-month -1.29%, YTD 10.38%, 1-year 16.48%, 3-year 24.06%, 5-year 14.09%, 10-year 15.07%.

FUNFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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