FOIIX Mutual Fund

NAV$31.66

Returns Overview

1 Month
+0.19%
3 Months
-3.86%
6 Months
-1.25%
YTD
+6.05%
1 Year
+6.05%
3 Years (annualized)
+23.66%
5 Years (annualized)
+18.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOIIX 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
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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
FTSE Global AC(FV16EST)USRIC NR USD(^FGACRICNR)

FOIIX Mutual Fund Performance

FOIIX performance across multiple time periods: 1-month 0.19%, YTD 6.05%, 1-year 6.05%, 3-year 23.66%, 5-year 18.88%.

FOIIX returns can be compared against peers and benchmarks. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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