FIAKX Mutual Fund

NAV$9.23

Returns Overview

1 Month
-1.39%
3 Months
-1.39%
6 Months
-1.91%
YTD
-1.91%
1 Year
+2.61%
3 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAKX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.91%
Peer Avg (YTD)
+1.76%
vs Peers
-3.68%

FIAKX Mutual Fund Performance

FIAKX performance across multiple time periods: 1-month -1.39%, YTD -1.91%, 1-year 2.61%, 3-year 3.76%.

FIAKX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

FIAKX performance comparison shows side-by-side returns with another fund. FIAKX alternatives are available in the Mutual Fund Screener.