FACEX Mutual Fund

FACEX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
+2.43%
3 Months
-1.38%
6 Months
+11.51%
YTD
+4.60%
1 Year
+8.51%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.69%
10 Years (annualized)
+16.40%

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)
+4.60%
Peer Avg (YTD)
+8.51%
vs Peers
-3.91%

FACEX Mutual Fund Performance

FACEX performance across multiple time periods: 1-month 2.43%, YTD 4.60%, 1-year 8.51%, 3-year 18.95%, 5-year 9.69%, 10-year 16.40%.

FACEX returns trail the peer average of 8.51% 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.