FISAX Mutual Fund

FISAX Mutual Fund

NAV$7.44
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Returns Overview

1 Month
+0.30%
3 Months
+0.58%
6 Months
+0.93%
YTD
+1.49%
1 Year
+3.11%
3 Years (annualized)
+4.76%
5 Years (annualized)
+2.34%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISAX 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
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.15%
vs Peers
-0.66%

FISAX Mutual Fund Performance

FISAX performance across multiple time periods: 1-month 0.30%, YTD 1.49%, 1-year 3.11%, 3-year 4.76%, 5-year 2.34%, 10-year 1.60%.

FISAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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