FADIX Mutual Fund

FADIX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
+2.00%
3 Months
+2.68%
6 Months
+4.30%
YTD
+13.82%
1 Year
+22.47%
3 Years (annualized)
+16.12%
5 Years (annualized)
+5.67%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+8.51%
vs Peers
+5.31%

FADIX Mutual Fund Performance

FADIX performance across multiple time periods: 1-month 2.00%, YTD 13.82%, 1-year 22.47%, 3-year 16.12%, 5-year 5.67%, 10-year 8.87%.

FADIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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