FIIIX Mutual Fund

FIIIX Mutual Fund

NAV$24.04
See how much of FIIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.32%
3 Months
+1.46%
6 Months
+2.01%
YTD
+7.46%
1 Year
+14.21%
3 Years (annualized)
+11.54%
5 Years (annualized)
+4.83%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+6.23%
vs Peers
+1.23%

FIIIX Mutual Fund Performance

FIIIX performance across multiple time periods: 1-month -4.32%, YTD 7.46%, 1-year 14.21%, 3-year 11.54%, 5-year 4.83%, 10-year 9.18%.

FIIIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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