FIIMX Mutual Fund

NAV$30.50

Returns Overview

1 Month
+7.49%
3 Months
+22.52%
6 Months
+28.55%
YTD
+26.66%
1 Year
+41.86%
3 Years (annualized)
+22.92%
5 Years (annualized)
+13.58%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIMX 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)
+26.66%
Peer Avg (YTD)
+10.82%
vs Peers
+15.84%

FIIMX Mutual Fund Performance

FIIMX performance across multiple time periods: 1-month 7.49%, YTD 26.66%, 1-year 41.86%, 3-year 22.92%, 5-year 13.58%, 10-year 14.20%.

FIIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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