FIIAX Mutual Fund

FIIAX Mutual Fund

NAV$27.64
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Returns Overview

1 Month
-2.87%
3 Months
-8.06%
6 Months
+12.58%
YTD
+16.32%
1 Year
+29.95%
3 Years (annualized)
+21.73%
5 Years (annualized)
+11.76%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIAX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+6.72%
vs Peers
+9.59%

FIIAX Mutual Fund Performance

FIIAX performance across multiple time periods: 1-month -2.87%, YTD 16.32%, 1-year 29.95%, 3-year 21.73%, 5-year 11.76%, 10-year 12.45%.

FIIAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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