FAIOX Mutual Fund

NAV$29.87

Returns Overview

3 Months
+1.72%
6 Months
+7.25%
YTD
+15.31%
1 Year
+19.94%
3 Years (annualized)
+5.63%
5 Years (annualized)
+11.12%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAIOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Balanced 60/40 Composite Index
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+10.26%
vs Peers
+5.04%

FAIOX Mutual Fund Performance

FAIOX performance across multiple time periods: YTD 15.31%, 1-year 19.94%, 3-year 5.63%, 5-year 11.12%, 10-year 8.69%.

FAIOX returns outperform the peer average of 10.26% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

FAIOX performance comparison shows side-by-side returns with another fund. FAIOX alternatives are available in the Mutual Fund Screener.