FAFAX Mutual Fund

FAFAX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-1.01%
3 Months
+0.36%
6 Months
+2.20%
YTD
+3.25%
1 Year
+7.64%
3 Years (annualized)
+6.85%
5 Years (annualized)
+2.45%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFAX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+6.99%
vs Peers
-3.74%

FAFAX Mutual Fund Performance

FAFAX performance across multiple time periods: 1-month -1.01%, YTD 3.25%, 1-year 7.64%, 3-year 6.85%, 5-year 2.45%, 10-year 4.10%.

FAFAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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