FIOOX Mutual Fund

FIOOX Mutual Fund

NAV$23.03
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Returns Overview

1 Month
+4.37%
3 Months
+3.14%
6 Months
+12.72%
YTD
+23.33%
1 Year
+28.59%
3 Years (annualized)
+23.26%
5 Years (annualized)
+11.77%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOOX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+23.33%
Peer Avg (YTD)
+12.44%
vs Peers
+10.89%

FIOOX Mutual Fund Performance

FIOOX performance across multiple time periods: 1-month 4.37%, YTD 23.33%, 1-year 28.59%, 3-year 23.26%, 5-year 11.77%, 10-year 12.10%.

FIOOX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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