FACDX Mutual Fund

FACDX Mutual Fund

NAV$63.74
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Returns Overview

1 Month
-0.68%
3 Months
+14.04%
6 Months
+8.47%
YTD
+8.99%
1 Year
+29.64%
3 Years (annualized)
+8.99%
5 Years (annualized)
+3.41%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US IMI/Health Care 25/50
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+6.74%
vs Peers
+2.25%

FACDX Mutual Fund Performance

FACDX performance across multiple time periods: 1-month -0.68%, YTD 8.99%, 1-year 29.64%, 3-year 8.99%, 5-year 3.41%, 10-year 9.14%.

FACDX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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