FNIAX Mutual Fund

FNIAX Mutual Fund

NAV$52.02
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Returns Overview

1 Month
+1.21%
3 Months
-1.01%
6 Months
+16.42%
YTD
+11.17%
1 Year
+25.25%
3 Years (annualized)
+27.04%
5 Years (annualized)
+16.56%
10 Years (annualized)
+18.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNIAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+8.68%
vs Peers
+2.49%

FNIAX Mutual Fund Performance

FNIAX performance across multiple time periods: 1-month 1.21%, YTD 11.17%, 1-year 25.25%, 3-year 27.04%, 5-year 16.56%, 10-year 18.94%.

FNIAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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