FXIRX Mutual Fund

FXIRX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-4.52%
3 Months
-5.49%
6 Months
-3.81%
YTD
-4.26%
1 Year
-3.96%
3 Years (annualized)
+5.56%
5 Years (annualized)
-0.21%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FXIRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
-4.26%
Peer Avg (YTD)
+0.50%
vs Peers
-4.76%

FXIRX Mutual Fund Performance

FXIRX performance across multiple time periods: 1-month -4.52%, YTD -4.26%, 1-year -3.96%, 3-year 5.56%, 5-year -0.21%, 10-year 2.21%.

FXIRX returns trail the peer average of 0.50% YTD. With an expense ratio of 3.92%, investors should weigh costs against performance when evaluating this mutual fund.

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