FAERX Mutual Fund

NAV$34.20

Returns Overview

1 Year
+1.91%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.83%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAERX 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 EAFE Index(MEAFE)

FAERX Mutual Fund Performance

FAERX performance across multiple time periods: 1-year 1.91%, 3-year 10.08%, 5-year 4.83%, 10-year 8.43%.

FAERX returns can be compared against peers and benchmarks. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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