FIIAX Mutual Fund

FIIAX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
+0.07%
3 Months
+1.77%
6 Months
+9.47%
YTD
+21.55%
1 Year
+28.55%
3 Years (annualized)
+21.73%
5 Years (annualized)
+11.76%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIAX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+9.89%
vs Peers
+11.66%

FIIAX Mutual Fund Performance

FIIAX performance across multiple time periods: 1-month 0.07%, YTD 21.55%, 1-year 28.55%, 3-year 21.73%, 5-year 11.76%, 10-year 12.45%.

FIIAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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