FIAOX Mutual Fund

FIAOX Mutual Fund

NAV$33.05
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Returns Overview

1 Month
-5.29%
3 Months
-0.24%
6 Months
+7.66%
YTD
+9.43%
1 Year
+15.52%
3 Years (annualized)
+14.46%
5 Years (annualized)
+10.70%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAOX 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
Russell 3000 Value Index
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+10.00%
vs Peers
-0.57%

FIAOX Mutual Fund Performance

FIAOX performance across multiple time periods: 1-month -5.29%, YTD 9.43%, 1-year 15.52%, 3-year 14.46%, 5-year 10.70%, 10-year 10.54%.

FIAOX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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