FICIX Mutual Fund

NAV$16.94

Returns Overview

1 Month
-0.12%
3 Months
+3.61%
6 Months
+8.10%
YTD
+10.79%
1 Year
+28.93%
3 Years (annualized)
+23.43%
5 Years (annualized)
+7.32%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+8.97%
vs Peers
+1.82%

FICIX Mutual Fund Performance

FICIX performance across multiple time periods: 1-month -0.12%, YTD 10.79%, 1-year 28.93%, 3-year 23.43%, 5-year 7.32%, 10-year 12.02%.

FICIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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