FIADX Mutual Fund

FIADX Mutual Fund

NAV$60.45
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Returns Overview

1 Month
-5.57%
3 Months
-4.83%
6 Months
-1.44%
YTD
+4.81%
1 Year
+6.05%
3 Years (annualized)
+19.76%
5 Years (annualized)
+5.06%
10 Years (annualized)
+8.98%

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
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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+5.23%
vs Peers
-0.42%

FIADX Mutual Fund Performance

FIADX performance across multiple time periods: 1-month -5.57%, YTD 4.81%, 1-year 6.05%, 3-year 19.76%, 5-year 5.06%, 10-year 8.98%.

FIADX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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