FIOOX Mutual Fund

FIOOX Mutual Fund

NAV$22.09
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Returns Overview

1 Month
+2.00%
3 Months
+8.25%
6 Months
+14.73%
YTD
+23.11%
1 Year
+29.65%
3 Years (annualized)
+19.76%
5 Years (annualized)
+11.85%
10 Years (annualized)
+11.78%

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)
+23.11%
Peer Avg (YTD)
+12.44%
vs Peers
+10.67%

FIOOX Mutual Fund Performance

FIOOX performance across multiple time periods: 1-month 2.00%, YTD 23.11%, 1-year 29.65%, 3-year 19.76%, 5-year 11.85%, 10-year 11.78%.

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.