FIATX Mutual Fund

FIATX Mutual Fund

NAV$33.23
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Returns Overview

1 Month
-0.64%
3 Months
-4.38%
6 Months
+12.72%
YTD
+5.60%
1 Year
+6.62%
3 Years (annualized)
+14.67%
5 Years (annualized)
+5.73%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIATX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+8.70%
vs Peers
-3.09%

FIATX Mutual Fund Performance

FIATX performance across multiple time periods: 1-month -0.64%, YTD 5.60%, 1-year 6.62%, 3-year 14.67%, 5-year 5.73%, 10-year 9.88%.

FIATX returns trail the peer average of 8.70% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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