FIAPX Mutual Fund

FIAPX Mutual Fund

NAV$33.05
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Returns Overview

1 Month
-5.35%
3 Months
-0.30%
6 Months
+7.50%
YTD
+9.19%
1 Year
+15.24%
3 Years (annualized)
+14.17%
5 Years (annualized)
+10.43%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAPX 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)
+9.19%
Peer Avg (YTD)
+10.00%
vs Peers
-0.80%

FIAPX Mutual Fund Performance

FIAPX performance across multiple time periods: 1-month -5.35%, YTD 9.19%, 1-year 15.24%, 3-year 14.17%, 5-year 10.43%, 10-year 10.26%.

FIAPX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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