FACTX Mutual Fund

FACTX Mutual Fund

NAV$56.24
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Returns Overview

1 Month
-0.70%
3 Months
+13.97%
6 Months
+8.31%
YTD
+8.83%
1 Year
+29.31%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.16%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACTX 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
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📉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
MSCI US IMI/Health Care 25/50
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+6.74%
vs Peers
+2.09%

FACTX Mutual Fund Performance

FACTX performance across multiple time periods: 1-month -0.70%, YTD 8.83%, 1-year 29.31%, 3-year 8.71%, 5-year 3.16%, 10-year 8.86%.

FACTX returns outperform the peer average of 6.74% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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