FADIX Mutual Fund

FADIX Mutual Fund

NAV$31.37
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Returns Overview

1 Month
-1.93%
3 Months
+4.03%
6 Months
+6.03%
YTD
+11.59%
1 Year
+22.26%
3 Years (annualized)
+14.97%
5 Years (annualized)
+6.03%
10 Years (annualized)
+8.76%

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)
+11.59%
Peer Avg (YTD)
+6.23%
vs Peers
+5.36%

FADIX Mutual Fund Performance

FADIX performance across multiple time periods: 1-month -1.93%, YTD 11.59%, 1-year 22.26%, 3-year 14.97%, 5-year 6.03%, 10-year 8.76%.

FADIX returns outperform the peer average of 6.23% 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.