FIADX Mutual Fund

NAV$65.24

Returns Overview

1 Month
+1.84%
3 Months
+16.20%
6 Months
+13.81%
YTD
+12.64%
1 Year
+20.83%
3 Years (annualized)
+18.11%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIADX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+8.97%
vs Peers
+3.67%

FIADX Mutual Fund Performance

FIADX performance across multiple time periods: 1-month 1.84%, YTD 12.64%, 1-year 20.83%, 3-year 18.11%, 5-year 7.24%, 10-year 10.01%.

FIADX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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