FIIMX Mutual Fund

FIIMX Mutual Fund

NAV$29.34
See how much of FIIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.69%
3 Months
-2.11%
6 Months
+2.24%
YTD
+17.34%
1 Year
+24.01%
3 Years (annualized)
+22.17%
5 Years (annualized)
+9.25%
10 Years (annualized)
+12.02%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.34%
Peer Avg (YTD)
+8.01%
vs Peers
+9.34%

FIIMX Mutual Fund Performance

FIIMX performance across multiple time periods: 1-month 0.69%, YTD 17.34%, 1-year 24.01%, 3-year 22.17%, 5-year 9.25%, 10-year 12.02%.

FIIMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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