FIOOX Mutual Fund

FIOOX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
-3.12%
3 Months
+2.60%
6 Months
+16.83%
YTD
+18.16%
1 Year
+23.81%
3 Years (annualized)
+19.76%
5 Years (annualized)
+11.85%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOOX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.16%
Peer Avg (YTD)
+10.00%
vs Peers
+8.17%

FIOOX Mutual Fund Performance

FIOOX performance across multiple time periods: 1-month -3.12%, YTD 18.16%, 1-year 23.81%, 3-year 19.76%, 5-year 11.85%, 10-year 11.78%.

FIOOX returns outperform the peer average of 10.00% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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