FAFCX Mutual Fund

NAV$38.41

Returns Overview

1 Month
+5.63%
3 Months
+11.27%
6 Months
+2.92%
YTD
+2.38%
1 Year
+9.20%
3 Years (annualized)
+21.79%
5 Years (annualized)
+10.73%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+8.61%
vs Peers
-6.22%

FAFCX Mutual Fund Performance

FAFCX performance across multiple time periods: 1-month 5.63%, YTD 2.38%, 1-year 9.20%, 3-year 21.79%, 5-year 10.73%, 10-year 12.69%.

FAFCX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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