FACEX Mutual Fund

FACEX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
+0.07%
3 Months
+2.34%
6 Months
+3.70%
YTD
+2.12%
1 Year
+6.85%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.90%
10 Years (annualized)
+16.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACEX 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
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🏦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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+6.23%
vs Peers
-4.12%

FACEX Mutual Fund Performance

FACEX performance across multiple time periods: 1-month 0.07%, YTD 2.12%, 1-year 6.85%, 3-year 18.00%, 5-year 9.90%, 10-year 16.08%.

FACEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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