FXIRX Mutual Fund

FXIRX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
-1.14%
3 Months
-1.02%
6 Months
-0.32%
YTD
+0.15%
1 Year
+3.66%
3 Years (annualized)
+4.67%
5 Years (annualized)
-0.84%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FXIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.12%
vs Peers
+0.03%

FXIRX Mutual Fund Performance

FXIRX performance across multiple time periods: 1-month -1.14%, YTD 0.15%, 1-year 3.66%, 3-year 4.67%, 5-year -0.84%, 10-year 3.18%.

FXIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 3.92%, investors should weigh costs against performance when evaluating this mutual fund.

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