FAFAX Mutual Fund

NAV$11.10

Returns Overview

1 Month
+0.29%
3 Months
+4.32%
6 Months
+4.60%
YTD
+4.30%
1 Year
+8.76%
3 Years (annualized)
+7.48%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.36%

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
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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+7.64%
vs Peers
-3.34%

FAFAX Mutual Fund Performance

FAFAX performance across multiple time periods: 1-month 0.29%, YTD 4.30%, 1-year 8.76%, 3-year 7.48%, 5-year 2.78%, 10-year 4.36%.

FAFAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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