FNIDX Mutual Fund

NAV$16.26

Returns Overview

1 Month
-3.62%
3 Months
+0.93%
6 Months
-0.31%
YTD
+5.11%
1 Year
+23.44%
3 Years (annualized)
+16.69%
5 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNIDX 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
MSCI ACWI ex USA ESG Leaders Index
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+9.13%
vs Peers
-4.03%

FNIDX Mutual Fund Performance

FNIDX performance across multiple time periods: 1-month -3.62%, YTD 5.11%, 1-year 23.44%, 3-year 16.69%, 5-year 7.00%.

FNIDX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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