FACSX Mutual Fund

FACSX Mutual Fund

NAV$56.66
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Returns Overview

1 Month
-1.52%
3 Months
+4.45%
6 Months
+13.77%
YTD
+18.91%
1 Year
+26.49%
3 Years (annualized)
+13.13%
5 Years (annualized)
+9.31%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACSX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.91%
Peer Avg (YTD)
+9.54%
vs Peers
+9.37%

FACSX Mutual Fund Performance

FACSX performance across multiple time periods: 1-month -1.52%, YTD 18.91%, 1-year 26.49%, 3-year 13.13%, 5-year 9.31%, 10-year 9.37%.

FACSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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