FIIAX Mutual Fund

NAV$29.23

Returns Overview

1 Month
+7.51%
3 Months
+22.44%
6 Months
+28.40%
YTD
+26.51%
1 Year
+49.69%
3 Years (annualized)
+24.07%
5 Years (annualized)
+13.72%
10 Years (annualized)
+13.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+26.51%
Peer Avg (YTD)
+10.82%
vs Peers
+15.69%

FIIAX Mutual Fund Performance

FIIAX performance across multiple time periods: 1-month 7.51%, YTD 26.51%, 1-year 49.69%, 3-year 24.07%, 5-year 13.72%, 10-year 13.70%.

FIIAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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