FICIX Mutual Fund

FICIX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-1.41%
3 Months
+1.28%
6 Months
+7.51%
YTD
+14.26%
1 Year
+14.92%
3 Years (annualized)
+25.87%
5 Years (annualized)
+5.36%
10 Years (annualized)
+11.87%

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)
+14.26%
Peer Avg (YTD)
+5.23%
vs Peers
+9.03%

FICIX Mutual Fund Performance

FICIX performance across multiple time periods: 1-month -1.41%, YTD 14.26%, 1-year 14.92%, 3-year 25.87%, 5-year 5.36%, 10-year 11.87%.

FICIX returns outperform the peer average of 5.23% 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.