FIAVX Mutual Fund

FIAVX Mutual Fund

NAV$34.57
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Returns Overview

1 Month
+3.38%
3 Months
+5.78%
6 Months
+10.01%
YTD
+13.54%
1 Year
+24.68%
3 Years (annualized)
+14.76%
5 Years (annualized)
+10.99%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAVX 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)
+13.54%
Peer Avg (YTD)
+11.41%
vs Peers
+2.13%

FIAVX Mutual Fund Performance

FIAVX performance across multiple time periods: 1-month 3.38%, YTD 13.54%, 1-year 24.68%, 3-year 14.76%, 5-year 10.99%, 10-year 10.82%.

FIAVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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