FXIRX Mutual Fund

FXIRX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
+0.12%
3 Months
-1.55%
6 Months
-2.02%
YTD
+0.27%
1 Year
+1.02%
3 Years (annualized)
+5.56%
5 Years (annualized)
-0.21%
10 Years (annualized)
+2.21%

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)
+0.27%
Peer Avg (YTD)
+2.15%
vs Peers
-1.88%

FXIRX Mutual Fund Performance

FXIRX performance across multiple time periods: 1-month 0.12%, YTD 0.27%, 1-year 1.02%, 3-year 5.56%, 5-year -0.21%, 10-year 2.21%.

FXIRX returns trail the peer average of 2.15% 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.