FICIX Mutual Fund

FICIX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
-1.03%
3 Months
+6.15%
6 Months
+12.01%
YTD
+12.82%
1 Year
+23.79%
3 Years (annualized)
+22.58%
5 Years (annualized)
+12.72%
10 Years (annualized)
+17.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+6.23%
vs Peers
+6.59%

FICIX Mutual Fund Performance

FICIX performance across multiple time periods: 1-month -1.03%, YTD 12.82%, 1-year 23.79%, 3-year 22.58%, 5-year 12.72%, 10-year 17.12%.

FICIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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