FXIDX Mutual Fund

NAV$9.00

Returns Overview

1 Month
+0.22%
3 Months
+0.33%
6 Months
-0.66%
YTD
-0.66%
1 Year
+4.71%
3 Years (annualized)
+6.45%
5 Years (annualized)
+2.82%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FXIDX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasuries Index(G1O2)
This Mutual Fund (YTD)
-0.66%
Peer Avg (YTD)
+3.23%
vs Peers
-3.89%

FXIDX Mutual Fund Performance

FXIDX performance across multiple time periods: 1-month 0.22%, YTD -0.66%, 1-year 4.71%, 3-year 6.45%, 5-year 2.82%, 10-year 2.04%.

FXIDX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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