FIATX Mutual Fund

FIATX Mutual Fund

NAV$35.07
See how much of FIATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.91%
3 Months
+0.60%
6 Months
+0.75%
YTD
+5.37%
1 Year
+6.77%
3 Years (annualized)
+12.67%
5 Years (annualized)
+5.90%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+7.17%
vs Peers
-1.80%

FIATX Mutual Fund Performance

FIATX performance across multiple time periods: 1-month -5.91%, YTD 5.37%, 1-year 6.77%, 3-year 12.67%, 5-year 5.90%, 10-year 9.53%.

FIATX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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