FIAOX Mutual Fund

FIAOX Mutual Fund

NAV$34.43
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Returns Overview

1 Month
+3.36%
3 Months
+5.72%
6 Months
+9.85%
YTD
+13.38%
1 Year
+24.35%
3 Years (annualized)
+14.46%
5 Years (annualized)
+10.70%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAOX 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
Russell 3000 Value Index
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+11.41%
vs Peers
+1.97%

FIAOX Mutual Fund Performance

FIAOX performance across multiple time periods: 1-month 3.36%, YTD 13.38%, 1-year 24.35%, 3-year 14.46%, 5-year 10.70%, 10-year 10.54%.

FIAOX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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