FIOXX Mutual Fund

FIOXX Mutual Fund

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Returns Overview

3 Months
+0.56%
6 Months
+1.11%
YTD
+2.20%
1 Year
+2.81%
3 Years (annualized)
+3.94%
5 Years (annualized)
+3.40%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOXX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+2.21%
vs Peers
-0.01%

FIOXX Mutual Fund Performance

FIOXX performance across multiple time periods: YTD 2.20%, 1-year 2.81%, 3-year 3.94%, 5-year 3.40%, 10-year 2.08%.

FIOXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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