FIAWX Mutual Fund

FIAWX Mutual Fund

NAV$33.79
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Returns Overview

1 Month
+6.04%
3 Months
+2.38%
6 Months
+8.32%
YTD
+16.33%
1 Year
+22.66%
3 Years (annualized)
+14.84%
5 Years (annualized)
+11.05%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAWX 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)
+16.33%
Peer Avg (YTD)
+12.44%
vs Peers
+3.90%

FIAWX Mutual Fund Performance

FIAWX performance across multiple time periods: 1-month 6.04%, YTD 16.33%, 1-year 22.66%, 3-year 14.84%, 5-year 11.05%, 10-year 10.87%.

FIAWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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