FIIMX Mutual Fund

FIIMX Mutual Fund

NAV$29.30
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Returns Overview

1 Month
-2.84%
3 Months
-7.98%
6 Months
+12.73%
YTD
+16.54%
1 Year
+23.16%
3 Years (annualized)
+20.61%
5 Years (annualized)
+11.63%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIMX 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)
+16.54%
Peer Avg (YTD)
+6.72%
vs Peers
+9.82%

FIIMX Mutual Fund Performance

FIIMX performance across multiple time periods: 1-month -2.84%, YTD 16.54%, 1-year 23.16%, 3-year 20.61%, 5-year 11.63%, 10-year 12.96%.

FIIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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