FIIAX Mutual Fund

FIIAX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
-5.40%
3 Months
+4.33%
6 Months
+15.67%
YTD
+21.46%
1 Year
+31.83%
3 Years (annualized)
+17.51%
5 Years (annualized)
+10.89%
10 Years (annualized)
+12.50%

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)
+21.46%
Peer Avg (YTD)
+9.54%
vs Peers
+11.92%

FIIAX Mutual Fund Performance

FIIAX performance across multiple time periods: 1-month -5.40%, YTD 21.46%, 1-year 31.83%, 3-year 17.51%, 5-year 10.89%, 10-year 12.50%.

FIIAX returns outperform the peer average of 9.54% 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.