FIICX Mutual Fund

NAV$22.25

Returns Overview

1 Month
+7.39%
3 Months
+22.20%
6 Months
+27.92%
YTD
+26.02%
1 Year
+50.79%
3 Years (annualized)
+26.23%
5 Years (annualized)
+19.22%
10 Years (annualized)
+18.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIICX 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)
+26.02%
Peer Avg (YTD)
+10.82%
vs Peers
+15.20%

FIICX Mutual Fund Performance

FIICX performance across multiple time periods: 1-month 7.39%, YTD 26.02%, 1-year 50.79%, 3-year 26.23%, 5-year 19.22%, 10-year 18.78%.

FIICX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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