FIIIX Mutual Fund

FIIIX Mutual Fund

NAV$23.88
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Returns Overview

1 Month
+1.27%
3 Months
+1.52%
6 Months
+0.04%
YTD
+8.83%
1 Year
+12.90%
3 Years (annualized)
+13.37%
5 Years (annualized)
+4.63%
10 Years (annualized)
+9.40%

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
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📉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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+8.51%
vs Peers
+0.32%

FIIIX Mutual Fund Performance

FIIIX performance across multiple time periods: 1-month 1.27%, YTD 8.83%, 1-year 12.90%, 3-year 13.37%, 5-year 4.63%, 10-year 9.40%.

FIIIX returns outperform the peer average of 8.51% 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.