FACPX Mutual Fund

NAV$41.12

Returns Overview

1 Month
+0.87%
3 Months
+7.86%
6 Months
+23.42%
YTD
+7.12%
1 Year
+20.80%
3 Years (annualized)
+20.19%
5 Years (annualized)
+10.87%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Consumer Discretionary 25/50
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+8.38%
vs Peers
-1.27%

FACPX Mutual Fund Performance

FACPX performance across multiple time periods: 1-month 0.87%, YTD 7.12%, 1-year 20.80%, 3-year 20.19%, 5-year 10.87%, 10-year 11.32%.

FACPX returns trail the peer average of 8.38% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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