FNICX Mutual Fund

NAV$35.19

Returns Overview

1 Month
+2.86%
3 Months
+17.39%
6 Months
+12.31%
YTD
+11.88%
1 Year
+37.96%
3 Years (annualized)
+31.90%
5 Years (annualized)
+23.45%
10 Years (annualized)
+25.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNICX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+8.97%
vs Peers
+2.91%

FNICX Mutual Fund Performance

FNICX performance across multiple time periods: 1-month 2.86%, YTD 11.88%, 1-year 37.96%, 3-year 31.90%, 5-year 23.45%, 10-year 25.55%.

FNICX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

FNICX performance comparison shows side-by-side returns with another fund. FNICX alternatives are available in the Mutual Fund Screener.