FIIIX Mutual Fund

NAV$25.23

Returns Overview

1 Month
+4.78%
3 Months
+14.85%
6 Months
+12.31%
YTD
+10.56%
1 Year
+20.12%
3 Years (annualized)
+14.56%
5 Years (annualized)
+6.93%
10 Years (annualized)
+10.28%

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
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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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+8.97%
vs Peers
+1.58%

FIIIX Mutual Fund Performance

FIIIX performance across multiple time periods: 1-month 4.78%, YTD 10.56%, 1-year 20.12%, 3-year 14.56%, 5-year 6.93%, 10-year 10.28%.

FIIIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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