FISAX Mutual Fund

FISAX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
+0.08%
3 Months
+0.48%
6 Months
+0.97%
YTD
+1.19%
1 Year
+3.61%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.29%
10 Years (annualized)
+1.61%

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)
+1.19%
Peer Avg (YTD)
+0.12%
vs Peers
+1.07%

FISAX Mutual Fund Performance

FISAX performance across multiple time periods: 1-month 0.08%, YTD 1.19%, 1-year 3.61%, 3-year 4.89%, 5-year 2.29%, 10-year 1.61%.

FISAX returns outperform the peer average of 0.12% 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.